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 | $16,392 | $74,927-78.1% | $101,794-83.9% | $84,808-80.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 20.08% | 18.70%+1.4pp | 30.53%-10.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,527 | $1,522+0.4% | $2,289-33.3% | $2,631-42.0% |
| Participant deferral / active EE | $2,847 | $3,099-8.1% | $4,084-30.3% | $4,212-32.4% |
| Admin fee / account holder | $1,008 | $6,514-84.5% | $8,777-88.5% | $7,344-86.3% |