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 | $7,592 | $102,604-92.6% | $86,188-91.2% | $139,434-94.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 12.45% | 1922.51%-1910.1pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,299 | $3,032-57.2% | $2,380-45.4% | $4,751-72.7% |
| Participant deferral / active EE | $2,746 | $4,676-41.3% | $3,985-31.1% | $6,710-59.1% |
| Admin fee / account holder | $1,119 | $8,657-87.1% | $6,852-83.7% | $11,403-90.2% |