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 | $10,824 | $67,894-84.1% | $89,340-87.9% | $82,448-86.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 22.73% | 19.21%+3.5pp | 20.57%+2.2pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,754 | $1,828-4.0% | $2,231-21.4% | $2,551-31.2% |
| Participant deferral / active EE | $2,635 | $3,072-14.2% | $3,823-31.1% | $4,139-36.3% |
| Admin fee / account holder | $480 | $5,723-91.6% | $6,704-92.8% | $7,234-93.4% |