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 8-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 | $13,652 | $115,882-88.2% | $100,516-86.4% | $158,922-91.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 58.93% | 34.79%+24.1pp | 30.89%+28.0pp | 302.83%-243.9pp |
| Employer contribution / active EE | $2,233 | $4,103-45.6% | $3,418-34.6% | $4,761-53.1% |
| Participant deferral / active EE | $3,647 | $6,674-45.4% | $6,270-41.8% | $5,982-39.0% |
| Admin fee / account holder | $6,572 | $10,995-40.2% | $8,081-18.7% | $11,246-41.6% |