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 | $40,365 | $148,978-72.9% | $200,582-79.9% | $84,808-52.4% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 25.52% | 28.16%-2.6pp | 42.33%-16.8pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,787 | $4,815-21.3% | $6,419-41.0% | $2,631+43.9% |
| Participant deferral / active EE | $5,028 | $7,142-29.6% | $9,331-46.1% | $4,212+19.4% |
| Admin fee / account holder | $3,438 | $13,977-75.4% | $16,305-78.9% | $7,344-53.2% |