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 5-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 | $8,702 | $74,927-88.4% | $101,794-91.5% | $84,808-89.7% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 20.59% | 18.70%+1.9pp | 30.53%-9.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,584 | $1,522+4.1% | $2,289-30.8% | $2,631-39.8% |
| Participant deferral / active EE | $1,641 | $3,099-47.0% | $4,084-59.8% | $4,212-61.0% |
| Admin fee / account holder | $855 | $6,514-86.9% | $8,777-90.3% | $7,344-88.4% |