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 | $24,855 | $80,968-69.3% | $96,544-74.3% | $75,163-66.9% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.1pp |
| Annual return | 21.02% | 27.06%-6.0pp | 25.84%-4.8pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,498 | $2,282+9.5% | $2,965-15.8% | $2,670-6.4% |
| Participant deferral / active EE | $3,830 | $3,928-2.5% | $4,851-21.0% | $4,125-7.1% |
| Admin fee / account holder | $1,038 | $6,724-84.6% | $8,252-87.4% | $5,651-81.6% |