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 8-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 | $22,245 | $87,733-74.6% | $106,548-79.1% | $85,850-74.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.29% | 21.86%-7.6pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,526 | $2,073+118.3% | $2,819+60.6% | $2,565+76.4% |
| Participant deferral / active EE | $4,667 | $3,469+34.5% | $4,398+6.1% | $3,952+18.1% |
| Admin fee / account holder | $347 | $6,767-94.9% | $7,407-95.3% | $6,260-94.5% |