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 6-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 | $14,045 | $214,378-93.4% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.27% | 46.41%-32.1pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,524 | $6,841-77.7% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $3,853 | $9,865-60.9% | $9,331-58.7% | $6,507-40.8% |
| Admin fee / account holder | $4,234 | $17,692-76.1% | $16,305-74.0% | $12,624-66.5% |