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 4-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 | $15,571 | $148,534-89.5% | $135,903-88.5% | $139,434-88.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.14% | 79.19%-52.1pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $3,363 | $5,243-35.9% | $4,856-30.7% | $4,751-29.2% |
| Participant deferral / active EE | $11,275 | $8,100+39.2% | $7,758+45.3% | $6,710+68.0% |
| Admin fee / account holder | $2,564 | $12,400-79.3% | $10,762-76.2% | $11,403-77.5% |