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 | $14,513 | $202,432-92.8% | $169,368-91.4% | $139,434-89.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.97% | 531.74%-510.8pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,390 | $4,692-70.4% | $4,013-65.4% | $4,751-70.8% |
| Participant deferral / active EE | $2,060 | $6,938-70.3% | $6,221-66.9% | $6,710-69.3% |
| Admin fee / account holder | $947 | $10,708-91.2% | $9,003-89.5% | $11,403-91.7% |