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 | $14,243 | $98,750-85.6% | $149,696-90.5% | $79,858-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.51% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,638 | $3,216-18.0% | $4,644-43.2% | $2,471+6.8% |
| Participant deferral / active EE | $4,707 | $5,680-17.1% | $6,842-31.2% | $3,740+25.9% |
| Admin fee / account holder | $1,319 | $6,053-78.2% | $9,309-85.8% | $5,306-75.1% |