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 | $11,656 | $146,267-92.0% | $197,124-94.1% | $82,448-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 49.49% | 29.61%+19.9pp | 44.34%+5.1pp | 41.64%+7.8pp |
| Employer contribution / active EE | $3,614 | $4,723-23.5% | $6,227-42.0% | $2,551+41.7% |
| Participant deferral / active EE | $5,317 | $7,035-24.4% | $9,135-41.8% | $4,139+28.4% |
| Admin fee / account holder | $1,329 | $14,422-90.8% | $16,298-91.8% | $7,234-81.6% |