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 8-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 | $26,077 | $197,591-86.8% | $177,821-85.3% | $158,922-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.94% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $7,581 | $6,697+13.2% | $5,918+28.1% | $4,761+59.2% |
| Participant deferral / active EE | $7,581 | $8,405-9.8% | $7,714-1.7% | $5,982+26.7% |
| Admin fee / account holder | $38,378 | $15,399+149.2% | $12,427+208.8% | $11,246+241.3% |