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 6-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 | $16,139 | $110,257-85.4% | $96,544-83.3% | $139,434-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.88% | 26.32%-5.4pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,156 | $3,620-12.8% | $2,965+6.5% | $4,751-33.6% |
| Participant deferral / active EE | $4,410 | $5,548-20.5% | $4,851-9.1% | $6,710-34.3% |
| Admin fee / account holder | $434 | $11,591-96.3% | $8,252-94.7% | $11,403-96.2% |