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 | $10,942 | $94,625-88.4% | $116,228-90.6% | $84,808-87.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.84% | 20.40%-1.6pp | 90.06%-71.2pp | 40.90%-22.1pp |
| Employer contribution / active EE | $918 | $2,347-60.9% | $2,994-69.4% | $2,631-65.1% |
| Participant deferral / active EE | $4,074 | $3,972+2.6% | $4,953-17.7% | $4,212-3.3% |
| Admin fee / account holder | $1,940 | $10,091-80.8% | $11,989-83.8% | $7,344-73.6% |