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 | $14,447 | $209,336-93.1% | $197,124-92.7% | $137,256-89.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 52.93% | 48.09%+4.8pp | 44.34%+8.6pp | 220.34%-167.4pp |
| Employer contribution / active EE | $2,165 | $6,591-67.2% | $6,227-65.2% | $4,156-47.9% |
| Participant deferral / active EE | $8,928 | $9,614-7.1% | $9,135-2.3% | $6,407+39.4% |
| Admin fee / account holder | $815 | $17,308-95.3% | $16,298-95.0% | $12,270-93.4% |