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 4-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 | $6,332 | $114,381-94.5% | $107,525-94.1% | $142,382-95.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 29.20% | 242.71%-213.5pp | 181.32%-152.1pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,695 | $4,015-57.8% | $3,754-54.8% | $4,299-60.6% |
| Participant deferral / active EE | $1,965 | $5,564-64.7% | $5,116-61.6% | $6,507-69.8% |
| Admin fee / account holder | $1,117 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |