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 10-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 | $21,404 | $85,766-75.0% | $136,294-84.3% | $70,131-69.5% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 26.42% | 31.45%-5.0pp | 5155.94%-5129.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $3,004 | $2,966+1.3% | $4,695-36.0% | $2,342+28.3% |
| Participant deferral / active EE | $5,290 | $5,051+4.7% | $6,247-15.3% | $3,332+58.8% |
| Admin fee / account holder | $1,006 | $5,420-81.4% | $9,243-89.1% | $4,645-78.3% |