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 | $11,503 | $228,332-95.0% | $185,823-93.8% | $158,922-92.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.30% | 40.80%-21.5pp | 35.95%-16.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,782 | $4,967-3.7% | $4,087+17.0% | $4,761+0.4% |
| Participant deferral / active EE | $5,196 | $6,415-19.0% | $5,632-7.7% | $5,982-13.1% |
| Admin fee / account holder | $3,497 | $11,864-70.5% | $9,500-63.2% | $11,246-68.9% |