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 | $7,900 | $124,425-93.7% | $112,040-92.9% | $137,256-94.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.97% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,068 | $3,411-68.7% | $2,954-63.8% | $4,156-74.3% |
| Participant deferral / active EE | $2,019 | $5,718-64.7% | $5,098-60.4% | $6,407-68.5% |
| Admin fee / account holder | $2,037 | $15,207-86.6% | $12,098-83.2% | $12,270-83.4% |