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 | $18,923 | $98,750-80.8% | $149,696-87.4% | $79,858-76.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.26% | 27.43%-1.2pp | 276.60%-250.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $2,799 | $3,216-13.0% | $4,644-39.7% | $2,471+13.3% |
| Participant deferral / active EE | $3,083 | $5,680-45.7% | $6,842-54.9% | $3,740-17.6% |
| Admin fee / account holder | $391 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |