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 | $34,631 | $125,758-72.5% | $169,993-79.6% | $75,163-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 26.29% | 27.20%-0.9pp | 53.37%-27.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $4,181 | $4,615-9.4% | $6,785-38.4% | $2,670+56.6% |
| Participant deferral / active EE | $7,158 | $6,837+4.7% | $10,408-31.2% | $4,125+73.5% |
| Admin fee / account holder | $358 | $8,173-95.6% | $12,815-97.2% | $5,651-93.7% |