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 6-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 | $11,275 | $88,672-87.3% | $105,223-89.3% | $82,448-86.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 35.39% | 30.86%+4.5pp | 180.65%-145.3pp | 41.64%-6.3pp |
| Employer contribution / active EE | $5,079 | $3,048+66.6% | $3,689+37.7% | $2,551+99.1% |
| Participant deferral / active EE | $4,296 | $4,036+6.4% | $5,072-15.3% | $4,139+3.8% |
| Admin fee / account holder | $1,639 | $7,146-77.1% | $8,859-81.5% | $7,234-77.3% |