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 8-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 | $42,722 | $148,978-71.3% | $200,582-78.7% | $84,808-49.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 45.71% | 28.16%+17.5pp | 42.33%+3.4pp | 40.90%+4.8pp |
| Employer contribution / active EE | $3,297 | $4,815-31.5% | $6,419-48.6% | $2,631+25.3% |
| Participant deferral / active EE | $5,884 | $7,142-17.6% | $9,331-36.9% | $4,212+39.7% |
| Admin fee / account holder | $10,146 | $13,977-27.4% | $16,305-37.8% | $7,344+38.2% |