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 9-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 | $7,535 | $76,000-90.1% | $154,107-95.1% | $64,186-88.3% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.7pp |
| Annual return | 6.23% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $411 | $3,351-87.7% | $5,298-92.2% | $2,381-82.7% |
| Participant deferral / active EE | $1,935 | $3,175-39.1% | $5,081-61.9% | $3,470-44.2% |
| Admin fee / account holder | $2,100 | $5,596-62.5% | $13,411-84.3% | $4,888-57.0% |