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 6-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 | $22,174 | $92,985-76.2% | $153,485-85.6% | $80,856-72.6% |
| Participation rate | 79.7% | 69.0%+10.7pp | 77.1%+2.6pp | 67.6%+12.0pp |
| Annual return | 19.92% | 19.95%0pp | 15.65%+4.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,859 | $3,507-18.5% | $5,039-43.3% | $2,755+3.8% |
| Participant deferral / active EE | $4,063 | $5,178-21.5% | $6,757-39.9% | $4,296-5.4% |
| Admin fee / account holder | $2,436 | $8,880-72.6% | $12,724-80.9% | $6,918-64.8% |