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 6-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 | $21,976 | $181,894-87.9% | $156,549-86.0% | $273,961-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.49% | 30.74%-21.3pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $4,957 | $6,248-20.7% | $5,501-9.9% | $4,869+1.8% |
| Participant deferral / active EE | $4,775 | $5,550-14.0% | $4,871-2.0% | $5,287-9.7% |
| Admin fee / account holder | $866 | $15,559-94.4% | $13,027-93.4% | $10,132-91.4% |