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 | $24,864 | $80,968-69.3% | $96,544-74.2% | $75,163-66.9% |
| Participation rate | 82.6% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.4pp |
| Annual return | 22.21% | 27.06%-4.9pp | 25.84%-3.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,268 | $2,282-0.6% | $2,965-23.5% | $2,670-15.0% |
| Participant deferral / active EE | $5,047 | $3,928+28.5% | $4,851+4.1% | $4,125+22.4% |
| Admin fee / account holder | $1,494 | $6,724-77.8% | $8,252-81.9% | $5,651-73.6% |