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 7-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 | $21,000 | $155,788-86.5% | $124,672-83.2% | $167,490-87.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.88% | 17.97%-2.1pp | 5142.93%-5127.0pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,910 | $4,163-54.1% | $3,324-42.5% | $4,837-60.5% |
| Participant deferral / active EE | $3,321 | $5,673-41.5% | $4,614-28.0% | $6,341-47.6% |
| Admin fee / account holder | $1,476 | $9,531-84.5% | $7,493-80.3% | $12,309-88.0% |