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 | $9,893 | $63,355-84.4% | $91,989-89.2% | $72,985-86.4% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 32.22% | 35.35%-3.1pp | 69.02%-36.8pp | 81.00%-48.8pp |
| Employer contribution / active EE | $2,329 | $2,116+10.1% | $3,452-32.5% | $2,440-4.5% |
| Participant deferral / active EE | $2,767 | $4,883-43.3% | $5,923-53.3% | $3,607-23.3% |
| Admin fee / account holder | $482 | $4,668-89.7% | $7,743-93.8% | $5,124-90.6% |