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 3-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 | $7,520 | $74,927-90.0% | $101,794-92.6% | $84,808-91.1% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.2%+23.5pp | 68.3%+24.4pp |
| Annual return | 20.67% | 18.70%+2.0pp | 30.53%-9.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,958 | $1,522+28.6% | $2,289-14.5% | $2,631-25.6% |
| Participant deferral / active EE | $3,161 | $3,099+2.0% | $4,084-22.6% | $4,212-25.0% |
| Admin fee / account holder | $1,679 | $6,514-74.2% | $8,777-80.9% | $7,344-77.1% |