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 5-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 | $15,627 | $124,425-87.4% | $112,040-86.1% | $137,256-88.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.20% | 24.72%-4.5pp | 24.52%-4.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,471 | $3,411-56.9% | $2,954-50.2% | $4,156-64.6% |
| Participant deferral / active EE | $2,808 | $5,718-50.9% | $5,098-44.9% | $6,407-56.2% |
| Admin fee / account holder | $994 | $15,207-93.5% | $12,098-91.8% | $12,270-91.9% |