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 9-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 | $11,305 | $142,405-92.1% | $115,157-90.2% | $152,861-92.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 35.33% | 41.48%-6.1pp | 35.60%-0.3pp | 345.32%-310.0pp |
| Employer contribution / active EE | $10,665 | $4,010+166.0% | $3,179+235.5% | $4,762+124.0% |
| Participant deferral / active EE | $3,197 | $5,164-38.1% | $4,168-23.3% | $5,850-45.4% |
| Admin fee / account holder | $655 | $8,462-92.3% | $7,088-90.8% | $11,596-94.4% |