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 | $14,998 | $178,174-91.6% | $156,181-90.4% | $137,256-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 37.21% | 84.19%-47.0pp | 64.87%-27.7pp | 220.34%-183.1pp |
| Employer contribution / active EE | $5,139 | $4,972+3.4% | $4,294+19.7% | $4,156+23.6% |
| Participant deferral / active EE | $7,708 | $6,888+11.9% | $6,132+25.7% | $6,407+20.3% |
| Admin fee / account holder | $2,517 | $17,404-85.5% | $14,586-82.7% | $12,270-79.5% |