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 | $26,277 | $153,772-82.9% | $133,980-80.4% | $273,961-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.75% | 36.51%-31.8pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $8,908 | $6,029+47.8% | $5,211+70.9% | $4,869+83.0% |
| Participant deferral / active EE | $5,017 | $6,958-27.9% | $6,282-20.1% | $5,287-5.1% |
| Admin fee / account holder | $2,503 | $11,765-78.7% | $9,324-73.2% | $10,132-75.3% |