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 | $94,625-72.3% | $116,228-77.5% | $84,808-69.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 35.56% | 20.40%+15.2pp | 90.06%-54.5pp | 40.90%-5.3pp |
| Employer contribution / active EE | $2,344 | $2,347-0.1% | $2,994-21.7% | $2,631-10.9% |
| Participant deferral / active EE | $3,604 | $3,972-9.3% | $4,953-27.2% | $4,212-14.4% |
| Admin fee / account holder | $1,111 | $10,091-89.0% | $11,989-90.7% | $7,344-84.9% |