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 9-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 | $14,785 | $72,492-79.6% | $87,100-83.0% | $72,985-79.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 29.95% | 24.46%+5.5pp | 28.19%+1.8pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,091 | $1,894+10.4% | $2,521-17.1% | $2,440-14.3% |
| Participant deferral / active EE | $4,033 | $3,270+23.3% | $4,049-0.4% | $3,607+11.8% |
| Admin fee / account holder | $3,185 | $5,055-37.0% | $7,497-57.5% | $5,124-37.8% |