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 | $24,575 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.98% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,962 | $6,841-42.1% | $6,419-38.3% | $4,299-7.9% |
| Participant deferral / active EE | $6,423 | $9,865-34.9% | $9,331-31.2% | $6,507-1.3% |
| Admin fee / account holder | $6,355 | $17,692-64.1% | $16,305-61.0% | $12,624-49.7% |