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 4-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 | $236,127 | $785,698-69.9% | $694,382-66.0% | $546,767-56.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 83.5%+16.5pp |
| Annual return | 6.46% | 9.34%-2.9pp | 9.66%-3.2pp | 10.35%-3.9pp |
| Employer contribution / active EE | $83,153 | $27,225+205.4% | $25,660+224.1% | $24,752+235.9% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $1,670 | $18,173-90.8% | $15,543-89.3% | $48,677-96.6% |