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 | $14,525 | $185,822-92.2% | $169,993-91.5% | $139,434-89.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.46% | 60.50%-32.0pp | 53.37%-24.9pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,739 | $7,590-77.1% | $6,785-74.4% | $4,751-63.4% |
| Participant deferral / active EE | $4,316 | $11,622-62.9% | $10,408-58.5% | $6,710-35.7% |
| Admin fee / account holder | $1,067 | $15,381-93.1% | $12,815-91.7% | $11,403-90.6% |