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 | $6,963 | $74,927-90.7% | $101,794-93.2% | $84,808-91.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 27.23% | 18.70%+8.5pp | 30.53%-3.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $1,405 | $1,522-7.7% | $2,289-38.6% | $2,631-46.6% |
| Participant deferral / active EE | $3,054 | $3,099-1.5% | $4,084-25.2% | $4,212-27.5% |
| Admin fee / account holder | $770 | $6,514-88.2% | $8,777-91.2% | $7,344-89.5% |