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 | $7,172 | $148,534-95.2% | $135,903-94.7% | $139,434-94.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.68% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,668 | $5,243-68.2% | $4,856-65.7% | $4,751-64.9% |
| Participant deferral / active EE | $3,323 | $8,100-59.0% | $7,758-57.2% | $6,710-50.5% |
| Admin fee / account holder | $4,195 | $12,400-66.2% | $10,762-61.0% | $11,403-63.2% |