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 | $18,425 | $165,984-88.9% | $164,813-88.8% | $145,922-87.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.60% | 100.03%-80.4pp | 69.93%-50.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $5,405 | $5,273+2.5% | $4,341+24.5% | $4,660+16.0% |
| Participant deferral / active EE | $8,182 | $6,959+17.6% | $6,031+35.7% | $6,688+22.3% |
| Admin fee / account holder | $3,298 | $16,648-80.2% | $12,690-74.0% | $13,397-75.4% |