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 | $42,722 | $146,267-70.8% | $197,124-78.3% | $82,448-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 45.71% | 29.61%+16.1pp | 44.34%+1.4pp | 41.64%+4.1pp |
| Employer contribution / active EE | $3,297 | $4,723-30.2% | $6,227-47.1% | $2,551+29.2% |
| Participant deferral / active EE | $5,884 | $7,035-16.4% | $9,135-35.6% | $4,139+42.2% |
| Admin fee / account holder | $10,146 | $14,422-29.6% | $16,298-37.7% | $7,234+40.2% |