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 | $14,502 | $148,534-90.2% | $135,903-89.3% | $139,434-89.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 76.30% | 79.19%-2.9pp | 68.23%+8.1pp | 372.94%-296.6pp |
| Employer contribution / active EE | $4,884 | $5,243-6.9% | $4,856+0.6% | $4,751+2.8% |
| Participant deferral / active EE | $9,204 | $8,100+13.6% | $7,758+18.6% | $6,710+37.2% |
| Admin fee / account holder | $530 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |