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 | $12,201 | $96,557-87.4% | $80,975-84.9% | $273,961-95.5% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 12.25% | 15.14%-2.9pp | 17.10%-4.8pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,495 | $4,868-48.7% | $3,714-32.8% | $4,869-48.7% |
| Participant deferral / active EE | $8,010 | $6,598+21.4% | $5,696+40.6% | $5,287+51.5% |
| Admin fee / account holder | $669 | $7,492-91.1% | $5,516-87.9% | $10,132-93.4% |