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 4-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 | $26,169 | $94,031-72.2% | $115,768-77.4% | $82,448-68.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 35.56% | 20.61%+14.9pp | 100.46%-64.9pp | 41.64%-6.1pp |
| Employer contribution / active EE | $2,344 | $2,323+0.9% | $2,940-20.3% | $2,551-8.1% |
| Participant deferral / active EE | $3,604 | $3,972-9.3% | $4,917-26.7% | $4,139-12.9% |
| Admin fee / account holder | $1,111 | $10,249-89.2% | $12,439-91.1% | $7,234-84.6% |