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 | $16,424 | $86,286-81.0% | $111,297-85.2% | $85,850-80.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 19.17% | 19.99%-0.8pp | 54.65%-35.5pp | 318.53%-299.4pp |
| Employer contribution / active EE | $2,076 | $2,043+1.6% | $2,731-24.0% | $2,565-19.1% |
| Participant deferral / active EE | $6,139 | $3,641+68.6% | $4,487+36.8% | $3,952+55.4% |
| Admin fee / account holder | $1,276 | $8,188-84.4% | $7,964-84.0% | $6,260-79.6% |