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 7-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 | $15,689 | $74,927-79.1% | $101,794-84.6% | $84,808-81.5% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.2%+24.1pp | 68.3%+25.0pp |
| Annual return | 18.96% | 18.70%+0.3pp | 30.53%-11.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,062 | $1,522+35.5% | $2,289-9.9% | $2,631-21.6% |
| Participant deferral / active EE | $4,079 | $3,099+31.6% | $4,084-0.1% | $4,212-3.1% |
| Admin fee / account holder | $754 | $6,514-88.4% | $8,777-91.4% | $7,344-89.7% |