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 | $13,281 | $63,355-79.0% | $91,989-85.6% | $72,985-81.8% |
| Participation rate | 79.5% | 72.5%+6.9pp | 78.6%+0.8pp | 69.5%+10.0pp |
| Annual return | 30.72% | 35.35%-4.6pp | 69.02%-38.3pp | 81.00%-50.3pp |
| Employer contribution / active EE | $2,844 | $2,116+34.4% | $3,452-17.6% | $2,440+16.5% |
| Participant deferral / active EE | $4,560 | $4,883-6.6% | $5,923-23.0% | $3,607+26.4% |
| Admin fee / account holder | $394 | $4,668-91.6% | $7,743-94.9% | $5,124-92.3% |