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 | $5,970 | $148,534-96.0% | $135,903-95.6% | $139,434-95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.93% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,839 | $5,243-45.9% | $4,856-41.5% | $4,751-40.2% |
| Participant deferral / active EE | $2,937 | $8,100-63.7% | $7,758-62.1% | $6,710-56.2% |
| Admin fee / account holder | $1,377 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |