See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,016 | $185,822-90.8% | $169,993-90.0% | $139,434-87.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.73% | 60.50%-2.8pp | 53.37%+4.4pp | 372.94%-315.2pp |
| Employer contribution / active EE | $2,094 | $7,590-72.4% | $6,785-69.1% | $4,751-55.9% |
| Participant deferral / active EE | $3,671 | $11,622-68.4% | $10,408-64.7% | $6,710-45.3% |
| Admin fee / account holder | $1,482 | $15,381-90.4% | $12,815-88.4% | $11,403-87.0% |