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 6-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 | $17,975 | $124,319-85.5% | $111,297-83.8% | $167,490-89.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 24.56% | 37.44%-12.9pp | 54.65%-30.1pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,536 | $3,435-26.2% | $2,731-7.2% | $4,837-47.6% |
| Participant deferral / active EE | $4,462 | $5,180-13.9% | $4,487-0.6% | $6,341-29.6% |
| Admin fee / account holder | $1,014 | $10,618-90.5% | $7,964-87.3% | $12,309-91.8% |