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 | $22,682 | $167,484-86.5% | $151,611-85.0% | $134,475-83.1% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | 20.62% | 7.80%+12.8pp | 3.33%+17.3pp | 417.96%-397.3pp |
| Employer contribution / active EE | $1,596 | $6,829-76.6% | $6,166-74.1% | $4,740-66.3% |
| Participant deferral / active EE | $3,759 | $8,986-58.2% | $8,363-55.1% | $6,400-41.3% |
| Admin fee / account holder | $6,093 | $13,783-55.8% | $11,616-47.5% | $11,426-46.7% |