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 | $23,521 | $149,734-84.3% | $118,925-80.2% | $158,922-85.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.82% | 19.95%-6.1pp | 35.88%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $6,293 | $4,115+52.9% | $3,263+92.9% | $4,761+32.2% |
| Participant deferral / active EE | $9,332 | $5,223+78.7% | $4,265+118.8% | $5,982+56.0% |
| Admin fee / account holder | $11,238 | $8,603+30.6% | $6,581+70.8% | $11,246-0.1% |