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 | $39,198 | $138,347-71.7% | $184,203-78.7% | $80,856-51.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 38.70% | 20.02%+18.7pp | 28.81%+9.9pp | 35.59%+3.1pp |
| Employer contribution / active EE | $4,766 | $4,850-1.7% | $6,427-25.8% | $2,755+73.0% |
| Participant deferral / active EE | $10,904 | $7,071+54.2% | $9,131+19.4% | $4,296+153.8% |
| Admin fee / account holder | $1,655 | $10,483-84.2% | $13,901-88.1% | $6,918-76.1% |