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 8-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 | $9,638 | $58,512-83.5% | $84,015-88.5% | $72,985-86.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 35.71% | 28.93%+6.8pp | 71.31%-35.6pp | 81.00%-45.3pp |
| Employer contribution / active EE | $3,322 | $1,163+185.6% | $1,983+67.5% | $2,440+36.1% |
| Participant deferral / active EE | $2,966 | $2,394+23.9% | $3,239-8.4% | $3,607-17.8% |
| Admin fee / account holder | $321 | $4,569-93.0% | $6,101-94.7% | $5,124-93.7% |