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 | $23,003 | $185,822-87.6% | $169,993-86.5% | $139,434-83.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.40% | 60.50%-28.1pp | 53.37%-21.0pp | 372.94%-340.5pp |
| Employer contribution / active EE | $3,647 | $7,590-52.0% | $6,785-46.3% | $4,751-23.2% |
| Participant deferral / active EE | $6,856 | $11,622-41.0% | $10,408-34.1% | $6,710+2.2% |
| Admin fee / account holder | $599 | $15,381-96.1% | $12,815-95.3% | $11,403-94.7% |