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 | $19,499 | $93,571-79.2% | $135,903-85.7% | $75,163-74.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 34.35% | 30.90%+3.4pp | 68.23%-33.9pp | 160.62%-126.3pp |
| Employer contribution / active EE | $4,317 | $3,537+22.1% | $4,856-11.1% | $2,670+61.7% |
| Participant deferral / active EE | $8,870 | $6,404+38.5% | $7,758+14.3% | $4,125+115.0% |
| Admin fee / account holder | $447 | $6,975-93.6% | $10,762-95.8% | $5,651-92.1% |