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 | $21,404 | $214,378-90.0% | $200,582-89.3% | $142,382-85.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 33.56% | 46.41%-12.8pp | 42.33%-8.8pp | 217.08%-183.5pp |
| Employer contribution / active EE | $4,388 | $6,841-35.9% | $6,419-31.6% | $4,299+2.1% |
| Participant deferral / active EE | $11,929 | $9,865+20.9% | $9,331+27.8% | $6,507+83.3% |
| Admin fee / account holder | $2,218 | $17,692-87.5% | $16,305-86.4% | $12,624-82.4% |