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 | $21,606 | $88,672-75.6% | $105,223-79.5% | $82,448-73.8% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 73.67% | 30.86%+42.8pp | 180.65%-107.0pp | 41.64%+32.0pp |
| Employer contribution / active EE | $2,959 | $3,048-2.9% | $3,689-19.8% | $2,551+16.0% |
| Participant deferral / active EE | $4,019 | $4,036-0.4% | $5,072-20.8% | $4,139-2.9% |
| Admin fee / account holder | $7,826 | $7,146+9.5% | $8,859-11.7% | $7,234+8.2% |