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 3-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 | $17,931 | $106,749-83.2% | $145,433-87.7% | $82,448-78.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 58.61% | 27.59%+31.0pp | 66.58%-8.0pp | 41.64%+17.0pp |
| Employer contribution / active EE | $3,895 | $3,444+13.1% | $4,554-14.5% | $2,551+52.7% |
| Participant deferral / active EE | $6,041 | $6,519-7.3% | $7,897-23.5% | $4,139+46.0% |
| Admin fee / account holder | $1,429 | $8,390-83.0% | $13,129-89.1% | $7,234-80.2% |