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 | $12,427 | $100,923-87.7% | $150,045-91.7% | $74,304-83.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.09% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,438 | $3,463-29.6% | $4,693-48.0% | $2,241+8.8% |
| Participant deferral / active EE | $3,706 | $6,709-44.8% | $7,997-53.7% | $3,767-1.6% |
| Admin fee / account holder | $1,589 | $2,767-42.6% | $13,435-88.2% | $2,969-46.5% |