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 | $11,410 | $133,922-91.5% | $116,228-90.2% | $142,382-92.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.75% | 147.76%-136.0pp | 90.06%-78.3pp | 217.08%-205.3pp |
| Employer contribution / active EE | $37,061 | $3,446+975.6% | $2,994+1137.7% | $4,299+762.1% |
| Participant deferral / active EE | $63,412 | $5,672+1018.0% | $4,953+1180.2% | $6,507+874.5% |
| Admin fee / account holder | $517,609 | $14,945+3363.5% | $11,989+4217.3% | $12,624+4000.3% |