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 | $15,556 | $114,237-86.4% | $119,258-87.0% | $167,490-90.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 35.57% | 29.87%+5.7pp | 30.69%+4.9pp | 478.56%-443.0pp |
| Employer contribution / active EE | $8,241 | $4,481+83.9% | $4,384+88.0% | $4,837+70.4% |
| Participant deferral / active EE | $6,895 | $6,084+13.3% | $6,111+12.8% | $6,341+8.7% |
| Admin fee / account holder | $3,122 | $8,932-65.0% | $7,226-56.8% | $12,309-74.6% |