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 5-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 | $16,483 | $148,978-88.9% | $200,582-91.8% | $84,808-80.6% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 30.89% | 28.16%+2.7pp | 42.33%-11.4pp | 40.90%-10.0pp |
| Employer contribution / active EE | $2,453 | $4,815-49.1% | $6,419-61.8% | $2,631-6.8% |
| Participant deferral / active EE | $5,764 | $7,142-19.3% | $9,331-38.2% | $4,212+36.9% |
| Admin fee / account holder | $564 | $13,977-96.0% | $16,305-96.5% | $7,344-92.3% |