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 | $13,275 | $93,571-85.8% | $135,903-90.2% | $75,163-82.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 37.30% | 30.90%+6.4pp | 68.23%-30.9pp | 160.62%-123.3pp |
| Employer contribution / active EE | $2,908 | $3,537-17.8% | $4,856-40.1% | $2,670+8.9% |
| Participant deferral / active EE | $7,629 | $6,404+19.1% | $7,758-1.7% | $4,125+84.9% |
| Admin fee / account holder | $5,855 | $6,975-16.1% | $10,762-45.6% | $5,651+3.6% |