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 8-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 | $9,158 | $65,365-86.0% | $92,893-90.1% | $72,985-87.5% |
| Participation rate | 85.5% | 68.3%+17.2pp | 76.0%+9.5pp | 69.5%+16.0pp |
| Annual return | 22.42% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,118 | $2,594+20.2% | $3,653-14.6% | $2,440+27.8% |
| Participant deferral / active EE | $1,475 | $3,128-52.8% | $4,236-65.2% | $3,607-59.1% |
| Admin fee / account holder | $378 | $4,251-91.1% | $5,794-93.5% | $5,124-92.6% |