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 | $13,322 | $63,355-79.0% | $91,989-85.5% | $72,985-81.7% |
| Participation rate | 87.8% | 72.5%+15.3pp | 78.6%+9.1pp | 69.5%+18.3pp |
| Annual return | 69.51% | 35.35%+34.2pp | 69.02%+0.5pp | 81.00%-11.5pp |
| Employer contribution / active EE | $1,668 | $2,116-21.2% | $3,452-51.7% | $2,440-31.6% |
| Participant deferral / active EE | $4,164 | $4,883-14.7% | $5,923-29.7% | $3,607+15.4% |
| Admin fee / account holder | $305 | $4,668-93.5% | $7,743-96.1% | $5,124-94.0% |