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 | $38,421 | $123,793-69.0% | $177,821-78.4% | $79,858-51.9% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 11.25% | 22.82%-11.6pp | 48.32%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,759 | $4,095-8.2% | $5,918-36.5% | $2,471+52.1% |
| Participant deferral / active EE | $4,131 | $5,956-30.7% | $7,714-46.5% | $3,740+10.4% |
| Admin fee / account holder | $15,507 | $7,243+114.1% | $12,427+24.8% | $5,306+192.2% |