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 | $12,781 | $86,891-85.3% | $142,449-91.0% | $75,163-83.0% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.8%+14.9pp | 67.2%+24.5pp |
| Annual return | 23.33% | 23.31%0pp | 19.99%+3.3pp | 160.62%-137.3pp |
| Employer contribution / active EE | $3,310 | $3,355-1.4% | $4,847-31.7% | $2,670+24.0% |
| Participant deferral / active EE | $5,444 | $4,938+10.2% | $6,283-13.4% | $4,125+32.0% |
| Admin fee / account holder | $4,671 | $7,299-36.0% | $10,011-53.3% | $5,651-17.3% |