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 5-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 | $23,462 | $167,484-86.0% | $151,611-84.5% | $134,475-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.91% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $8,395 | $6,829+22.9% | $6,166+36.1% | $4,740+77.1% |
| Participant deferral / active EE | $14,799 | $8,986+64.7% | $8,363+77.0% | $6,400+131.2% |
| Admin fee / account holder | $5,867 | $13,783-57.4% | $11,616-49.5% | $11,426-48.6% |