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 7-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 | $13,160 | $127,065-89.6% | $113,168-88.4% | $142,382-90.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 31.86% | 24.03%+7.8pp | 24.27%+7.6pp | 217.08%-185.2pp |
| Employer contribution / active EE | $2,001 | $3,442-41.9% | $2,975-32.7% | $4,299-53.5% |
| Participant deferral / active EE | $2,735 | $5,716-52.1% | $5,107-46.4% | $6,507-58.0% |
| Admin fee / account holder | $773 | $15,736-95.1% | $12,068-93.6% | $12,624-93.9% |