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 | $22,244 | $192,717-88.5% | $142,449-84.4% | $139,434-84.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.74% | 17.99%-5.3pp | 19.99%-7.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $8,229 | $5,806+41.7% | $4,847+69.8% | $4,751+73.2% |
| Participant deferral / active EE | $3,328 | $7,208-53.8% | $6,283-47.0% | $6,710-50.4% |
| Admin fee / account holder | $442 | $15,124-97.1% | $10,011-95.6% | $11,403-96.1% |