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 | $7,199 | $45,035-84.0% | $62,995-88.6% | $70,131-89.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.22% | 18.76%-2.5pp | 87.57%-71.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,420 | $2,051-30.8% | $2,759-48.5% | $2,342-39.4% |
| Participant deferral / active EE | $1,290 | $2,465-47.7% | $3,329-61.3% | $3,332-61.3% |
| Admin fee / account holder | $1,267 | $2,834-55.3% | $3,600-64.8% | $4,645-72.7% |