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 | $19,104 | $214,378-91.1% | $200,582-90.5% | $142,382-86.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.66% | 46.41%-20.7pp | 42.33%-16.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,258 | $6,841-67.0% | $6,419-64.8% | $4,299-47.5% |
| Participant deferral / active EE | $5,601 | $9,865-43.2% | $9,331-40.0% | $6,507-13.9% |
| Admin fee / account holder | $3,624 | $17,692-79.5% | $16,305-77.8% | $12,624-71.3% |