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 | $15,599 | $93,571-83.3% | $135,903-88.5% | $75,163-79.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.74% | 30.90%-4.2pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $2,829 | $3,537-20.0% | $4,856-41.7% | $2,670+6.0% |
| Participant deferral / active EE | $8,194 | $6,404+27.9% | $7,758+5.6% | $4,125+98.6% |
| Admin fee / account holder | $3,505 | $6,975-49.8% | $10,762-67.4% | $5,651-38.0% |