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 | $9,013 | $148,534-93.9% | $135,903-93.4% | $139,434-93.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.09% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,500 | $5,243-33.2% | $4,856-27.9% | $4,751-26.3% |
| Participant deferral / active EE | $3,500 | $8,100-56.8% | $7,758-54.9% | $6,710-47.8% |
| Admin fee / account holder | $2,142 | $12,400-82.7% | $10,762-80.1% | $11,403-81.2% |