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 5-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 | $15,879 | $93,571-83.0% | $135,903-88.3% | $75,163-78.9% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 27.88% | 30.90%-3.0pp | 68.23%-40.4pp | 160.62%-132.7pp |
| Employer contribution / active EE | $3,151 | $3,537-10.9% | $4,856-35.1% | $2,670+18.0% |
| Participant deferral / active EE | $5,430 | $6,404-15.2% | $7,758-30.0% | $4,125+31.6% |
| Admin fee / account holder | $577 | $6,975-91.7% | $10,762-94.6% | $5,651-89.8% |