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 3-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 | $11,390 | $179,726-93.7% | $156,263-92.7% | $142,382-92.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.61% | 77.86%-53.2pp | 59.47%-34.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,185 | $5,069-17.5% | $4,333-3.4% | $4,299-2.7% |
| Participant deferral / active EE | $5,207 | $6,956-25.1% | $6,158-15.4% | $6,507-20.0% |
| Admin fee / account holder | $1,238 | $17,272-92.8% | $14,255-91.3% | $12,624-90.2% |