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 | $17,521 | $79,944-78.1% | $98,439-82.2% | $75,163-76.7% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.2%+18.8pp | 67.2%+26.8pp |
| Annual return | 27.03% | 19.75%+7.3pp | 21.16%+5.9pp | 160.62%-133.6pp |
| Employer contribution / active EE | $1,623 | $2,264-28.3% | $3,048-46.7% | $2,670-39.2% |
| Participant deferral / active EE | $3,941 | $3,752+5.0% | $4,738-16.8% | $4,125-4.5% |
| Admin fee / account holder | $600 | $6,840-91.2% | $8,948-93.3% | $5,651-89.4% |