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 | $12,962 | $106,749-87.9% | $145,433-91.1% | $82,448-84.3% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 24.34% | 27.59%-3.3pp | 66.58%-42.2pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,292 | $3,444-33.5% | $4,554-49.7% | $2,551-10.2% |
| Participant deferral / active EE | $5,058 | $6,519-22.4% | $7,897-36.0% | $4,139+22.2% |
| Admin fee / account holder | $733 | $8,390-91.3% | $13,129-94.4% | $7,234-89.9% |