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 | $18,154 | $165,335-89.0% | $149,696-87.9% | $158,922-88.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.36% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $8,266 | $5,103+62.0% | $4,644+78.0% | $4,761+73.6% |
| Participant deferral / active EE | $12,193 | $7,181+69.8% | $6,842+78.2% | $5,982+103.8% |
| Admin fee / account holder | $7,176 | $10,807-33.6% | $9,309-22.9% | $11,246-36.2% |