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 | $10,061 | $65,365-84.6% | $92,893-89.2% | $72,985-86.2% |
| Participation rate | 93.6% | 68.3%+25.3pp | 76.0%+17.6pp | 69.5%+24.1pp |
| Annual return | 31.62% | 42.10%-10.5pp | 109.41%-77.8pp | 81.00%-49.4pp |
| Employer contribution / active EE | $910 | $2,594-64.9% | $3,653-75.1% | $2,440-62.7% |
| Participant deferral / active EE | $4,526 | $3,128+44.7% | $4,236+6.8% | $3,607+25.5% |
| Admin fee / account holder | $535 | $4,251-87.4% | $5,794-90.8% | $5,124-89.6% |