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 | $9,054 | $74,927-87.9% | $101,794-91.1% | $84,808-89.3% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.2%+22.7pp | 68.3%+23.5pp |
| Annual return | 22.99% | 18.70%+4.3pp | 30.53%-7.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,446 | $1,522-5.0% | $2,289-36.8% | $2,631-45.0% |
| Participant deferral / active EE | $2,264 | $3,099-26.9% | $4,084-44.6% | $4,212-46.2% |
| Admin fee / account holder | $497 | $6,514-92.4% | $8,777-94.3% | $7,344-93.2% |