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 4-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 | $12,547 | $127,065-90.1% | $113,168-88.9% | $142,382-91.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.06% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,435 | $3,442-0.2% | $2,975+15.4% | $4,299-20.1% |
| Participant deferral / active EE | $2,464 | $5,716-56.9% | $5,107-51.8% | $6,507-62.1% |
| Admin fee / account holder | $1,124 | $15,736-92.9% | $12,068-90.7% | $12,624-91.1% |