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 7-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 | $8,148 | $58,879-86.2% | $178,490-95.4% | $73,488-88.9% |
| Participation rate | 91.2% | 66.2%+25.0pp | 81.9%+9.3pp | 70.7%+20.5pp |
| Annual return | 10.96% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.6pp |
| Employer contribution / active EE | $505 | $2,236-77.4% | $5,011-89.9% | $2,270-77.8% |
| Participant deferral / active EE | $1,159 | $2,567-54.9% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $793 | $400+98.1% | $13,984-94.3% | $513+54.6% |