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 | $21,530 | $148,978-85.5% | $200,582-89.3% | $84,808-74.6% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 22.45% | 28.16%-5.7pp | 42.33%-19.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $5,107 | $4,815+6.1% | $6,419-20.4% | $2,631+94.1% |
| Participant deferral / active EE | $5,827 | $7,142-18.4% | $9,331-37.6% | $4,212+38.4% |
| Admin fee / account holder | $2,472 | $13,977-82.3% | $16,305-84.8% | $7,344-66.3% |