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 | $23,426 | $197,591-88.1% | $177,821-86.8% | $158,922-85.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 20.66% | 58.76%-38.1pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $5,396 | $6,697-19.4% | $5,918-8.8% | $4,761+13.3% |
| Participant deferral / active EE | $7,574 | $8,405-9.9% | $7,714-1.8% | $5,982+26.6% |
| Admin fee / account holder | $7,423 | $15,399-51.8% | $12,427-40.3% | $11,246-34.0% |