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 7-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 | $8,378 | $228,332-96.3% | $185,823-95.5% | $158,922-94.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 25.15% | 40.80%-15.6pp | 35.95%-10.8pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,247 | $4,967-54.8% | $4,087-45.0% | $4,761-52.8% |
| Participant deferral / active EE | $5,367 | $6,415-16.3% | $5,632-4.7% | $5,982-10.3% |
| Admin fee / account holder | $2,919 | $11,864-75.4% | $9,500-69.3% | $11,246-74.0% |