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 | $14,586 | $72,492-79.9% | $87,100-83.3% | $72,985-80.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.30% | 24.46%+2.8pp | 28.19%-0.9pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,625 | $1,894+38.6% | $2,521+4.1% | $2,440+7.6% |
| Participant deferral / active EE | $5,803 | $3,270+77.5% | $4,049+43.3% | $3,607+60.9% |
| Admin fee / account holder | $374 | $5,055-92.6% | $7,497-95.0% | $5,124-92.7% |