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 | $11,584 | $162,781-92.9% | $133,956-91.4% | $158,922-92.7% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 20.33% | 41.94%-21.6pp | 45.09%-24.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,502 | $4,975-49.7% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $3,303 | $5,911-44.1% | $5,048-34.6% | $5,982-44.8% |
| Admin fee / account holder | $562 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |