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 9-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 | $17,796 | $78,672-77.4% | $109,143-83.7% | $85,850-79.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.49% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,331 | $2,735-14.8% | $3,722-37.4% | $2,565-9.1% |
| Participant deferral / active EE | $4,103 | $3,467+18.3% | $4,653-11.8% | $3,952+3.8% |
| Admin fee / account holder | $2,344 | $5,469-57.1% | $6,752-65.3% | $6,260-62.6% |