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 | $148,978-92.2% | $200,582-94.2% | $84,808-86.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 49.49% | 28.16%+21.3pp | 42.33%+7.2pp | 40.90%+8.6pp |
| Employer contribution / active EE | $3,614 | $4,815-24.9% | $6,419-43.7% | $2,631+37.4% |
| Participant deferral / active EE | $5,317 | $7,142-25.6% | $9,331-43.0% | $4,212+26.2% |
| Admin fee / account holder | $1,329 | $13,977-90.5% | $16,305-91.8% | $7,344-81.9% |