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 | $16,595 | $80,968-79.5% | $96,544-82.8% | $75,163-77.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.29% | 27.06%-10.8pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,833 | $2,282+24.2% | $2,965-4.4% | $2,670+6.1% |
| Participant deferral / active EE | $2,083 | $3,928-47.0% | $4,851-57.1% | $4,125-49.5% |
| Admin fee / account holder | $1,569 | $6,724-76.7% | $8,252-81.0% | $5,651-72.2% |