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 | $22,787 | $91,552-75.1% | $133,956-83.0% | $79,858-71.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.15% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,594 | $2,384+134.7% | $3,919+42.8% | $2,471+126.4% |
| Participant deferral / active EE | $7,160 | $3,733+91.8% | $5,048+41.8% | $3,740+91.4% |
| Admin fee / account holder | $18,179 | $6,321+187.6% | $8,927+103.6% | $5,306+242.6% |