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 | $18,266 | $157,256-88.4% | $141,162-87.1% | $152,861-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.27% | 64.32%-35.0pp | 71.39%-42.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $6,328 | $5,261+20.3% | $4,735+33.6% | $4,762+32.9% |
| Participant deferral / active EE | $8,899 | $7,109+25.2% | $6,709+32.6% | $5,850+52.1% |
| Admin fee / account holder | $1,910 | $12,120-84.2% | $10,261-81.4% | $11,596-83.5% |