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 | $23,794 | $79,944-70.2% | $98,439-75.8% | $75,163-68.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 12.82% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,809 | $2,264-20.1% | $3,048-40.7% | $2,670-32.3% |
| Participant deferral / active EE | $2,884 | $3,752-23.1% | $4,738-39.1% | $4,125-30.1% |
| Admin fee / account holder | $7,014 | $6,840+2.5% | $8,948-21.6% | $5,651+24.1% |