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 | $7,656 | $209,336-96.3% | $197,124-96.1% | $137,256-94.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.48% | 48.09%-24.6pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,896 | $6,591-71.2% | $6,227-69.6% | $4,156-54.4% |
| Participant deferral / active EE | $3,247 | $9,614-66.2% | $9,135-64.5% | $6,407-49.3% |
| Admin fee / account holder | $3,148 | $17,308-81.8% | $16,298-80.7% | $12,270-74.3% |