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 | $40,168 | $146,267-72.5% | $197,124-79.6% | $82,448-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.44% | 29.61%-8.2pp | 44.34%-22.9pp | 41.64%-20.2pp |
| Employer contribution / active EE | $5,661 | $4,723+19.9% | $6,227-9.1% | $2,551+121.9% |
| Participant deferral / active EE | $8,807 | $7,035+25.2% | $9,135-3.6% | $4,139+112.8% |
| Admin fee / account holder | $1,502 | $14,422-89.6% | $16,298-90.8% | $7,234-79.2% |