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 | $25,944 | $98,727-73.7% | $113,168-77.1% | $85,563-69.7% |
| Participation rate | 70.6% | 80.8%-10.2pp | 76.6%-6.0pp | 66.0%+4.6pp |
| Annual return | 31.60% | 17.43%+14.2pp | 24.27%+7.3pp | 31.51%+0.1pp |
| Employer contribution / active EE | $2,088 | $2,907-28.2% | $2,975-29.8% | $2,654-21.3% |
| Participant deferral / active EE | $5,605 | $5,424+3.3% | $5,107+9.8% | $4,375+28.1% |
| Admin fee / account holder | $1,539 | $357+331.5% | $12,068-87.2% | $834+84.5% |