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 | $17,835 | $89,753-80.1% | $107,525-83.4% | $84,808-79.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 21.57% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,830 | $3,113+23.0% | $3,754+2.0% | $2,631+45.6% |
| Participant deferral / active EE | $9,043 | $4,056+123.0% | $5,116+76.8% | $4,212+114.7% |
| Admin fee / account holder | $1,589 | $7,222-78.0% | $8,919-82.2% | $7,344-78.4% |