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 | $19,108 | $228,332-91.6% | $185,823-89.7% | $158,922-88.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.31% | 40.80%-24.5pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,851 | $4,967-62.7% | $4,087-54.7% | $4,761-61.1% |
| Participant deferral / active EE | $2,474 | $6,415-61.4% | $5,632-56.1% | $5,982-58.6% |
| Admin fee / account holder | $1,287 | $11,864-89.2% | $9,500-86.5% | $11,246-88.6% |