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 7-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 | $33,923 | $125,758-73.0% | $169,993-80.0% | $75,163-54.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.15% | 27.20%-5.0pp | 53.37%-31.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $7,792 | $4,615+68.9% | $6,785+14.8% | $2,670+191.9% |
| Participant deferral / active EE | $11,167 | $6,837+63.3% | $10,408+7.3% | $4,125+170.7% |
| Admin fee / account holder | $2,441 | $8,173-70.1% | $12,815-80.9% | $5,651-56.8% |