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 5-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 | $18,709 | $86,944-78.5% | $107,525-82.6% | $74,304-74.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 21.71% | 23.52%-1.8pp | 181.32%-159.6pp | 29.43%-7.7pp |
| Employer contribution / active EE | $2,939 | $2,757+6.6% | $3,754-21.7% | $2,241+31.1% |
| Participant deferral / active EE | $3,402 | $3,554-4.3% | $5,116-33.5% | $3,767-9.7% |
| Admin fee / account holder | $1,141 | $3,727-69.4% | $8,919-87.2% | $2,969-61.6% |