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 8-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 | $15,587 | $73,933-78.9% | $96,683-83.9% | $75,163-79.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,242 | $2,928+113.2% | $3,737+67.0% | $2,670+133.8% |
| Participant deferral / active EE | $2,915 | $3,659-20.3% | $4,878-40.2% | $4,125-29.3% |
| Admin fee / account holder | $4,092 | $5,216-21.5% | $6,730-39.2% | $5,651-27.6% |