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 8-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 | $12,999 | $73,933-82.4% | $96,683-86.6% | $75,163-82.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.0pp |
| Annual return | 18.92% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,266 | $2,928+11.5% | $3,737-12.6% | $2,670+22.3% |
| Participant deferral / active EE | $4,342 | $3,659+18.7% | $4,878-11.0% | $4,125+5.3% |
| Admin fee / account holder | $1,076 | $5,216-79.4% | $6,730-84.0% | $5,651-81.0% |