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 | $10,604 | $93,571-88.7% | $135,903-92.2% | $75,163-85.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.02% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $820 | $3,537-76.8% | $4,856-83.1% | $2,670-69.3% |
| Participant deferral / active EE | $2,983 | $6,404-53.4% | $7,758-61.5% | $4,125-27.7% |
| Admin fee / account holder | $523 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |