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 5-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 | $13,107 | $163,101-92.0% | $136,749-90.4% | $142,382-90.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.19% | 27.54%-10.4pp | 24.33%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,371 | $4,117-42.4% | $3,400-30.2% | $4,299-44.8% |
| Participant deferral / active EE | $3,507 | $5,585-37.2% | $4,692-25.3% | $6,507-46.1% |
| Admin fee / account holder | $2,565 | $14,318-82.1% | $11,386-77.5% | $12,624-79.7% |