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 | $19,679 | $109,881-82.1% | $150,045-86.9% | $84,808-76.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 28.55% | 28.25%+0.3pp | 62.55%-34.0pp | 40.90%-12.3pp |
| Employer contribution / active EE | $3,811 | $3,561+7.0% | $4,693-18.8% | $2,631+44.8% |
| Participant deferral / active EE | $8,757 | $6,636+32.0% | $7,997+9.5% | $4,212+107.9% |
| Admin fee / account holder | $2,045 | $8,568-76.1% | $13,435-84.8% | $7,344-72.2% |