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 | $16,734 | $163,101-89.7% | $136,749-87.8% | $142,382-88.2% |
| Participation rate | 95.2% | 78.2%+17.0pp | 72.1%+23.1pp | 80.1%+15.1pp |
| Annual return | 16.68% | 27.54%-10.9pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,867 | $4,117-54.7% | $3,400-45.1% | $4,299-56.6% |
| Participant deferral / active EE | $2,631 | $5,585-52.9% | $4,692-43.9% | $6,507-59.6% |
| Admin fee / account holder | $4,118 | $14,318-71.2% | $11,386-63.8% | $12,624-67.4% |