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 6-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 | $9,497 | $129,942-92.7% | $104,294-90.9% | $134,475-92.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 11.99% | 42.03%-30.0pp | 24.61%-12.6pp | 417.96%-406.0pp |
| Employer contribution / active EE | $1,934 | $4,184-53.8% | $3,372-42.6% | $4,740-59.2% |
| Participant deferral / active EE | $3,298 | $5,588-41.0% | $4,625-28.7% | $6,400-48.5% |
| Admin fee / account holder | $3,316 | $9,323-64.4% | $7,339-54.8% | $11,426-71.0% |