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 3-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 | $18,567 | $185,822-90.0% | $169,993-89.1% | $139,434-86.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.85% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,615 | $7,590-65.5% | $6,785-61.5% | $4,751-44.9% |
| Participant deferral / active EE | $8,722 | $11,622-25.0% | $10,408-16.2% | $6,710+30.0% |
| Admin fee / account holder | $656 | $15,381-95.7% | $12,815-94.9% | $11,403-94.3% |