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 | $13,025 | $78,520-83.4% | $96,576-86.5% | $82,448-84.2% |
| Participation rate | 92.2% | 77.7%+14.4pp | 81.4%+10.7pp | 68.1%+24.1pp |
| Annual return | 19.68% | 41.30%-21.6pp | 38.47%-18.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,234 | $2,630+23.0% | $3,553-9.0% | $2,551+26.8% |
| Participant deferral / active EE | $3,951 | $6,754-41.5% | $7,956-50.3% | $4,139-4.6% |
| Admin fee / account holder | $2,751 | $13,455-79.6% | $11,381-75.8% | $7,234-62.0% |