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 6-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 | $19,948 | $110,094-81.9% | $151,611-86.8% | $68,494-70.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 87.5%-14.8pp | 67.9%+4.8pp |
| Annual return | 29.05% | -10.12%+39.2pp | 3.33%+25.7pp | -7.84%+36.9pp |
| Employer contribution / active EE | $4,626 | $4,471+3.5% | $6,166-25.0% | $2,596+78.2% |
| Participant deferral / active EE | $10,015 | $6,527+53.4% | $8,363+19.8% | $4,027+148.7% |
| Admin fee / account holder | $1,908 | $7,719-75.3% | $11,616-83.6% | $5,403-64.7% |