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 5-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 | $13,824 | $202,432-93.2% | $169,368-91.8% | $139,434-90.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.69% | 531.74%-516.1pp | 405.60%-389.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,691 | $4,6920% | $4,013+16.9% | $4,751-1.3% |
| Participant deferral / active EE | $2,900 | $6,938-58.2% | $6,221-53.4% | $6,710-56.8% |
| Admin fee / account holder | $10,017 | $10,708-6.5% | $9,003+11.3% | $11,403-12.2% |