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 | $21,544 | $165,335-87.0% | $149,696-85.6% | $158,922-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.89% | 348.15%-339.3pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,461 | $5,103-71.4% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $3,858 | $7,181-46.3% | $6,842-43.6% | $5,982-35.5% |
| Admin fee / account holder | $739 | $10,807-93.2% | $9,309-92.1% | $11,246-93.4% |