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 | $7,104 | $103,376-93.1% | $87,100-91.8% | $152,861-95.4% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 26.97% | 28.10%-1.1pp | 28.19%-1.2pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,121 | $3,220-65.2% | $2,521-55.6% | $4,762-76.5% |
| Participant deferral / active EE | $2,400 | $4,778-49.8% | $4,049-40.7% | $5,850-59.0% |
| Admin fee / account holder | $803 | $12,205-93.4% | $7,497-89.3% | $11,596-93.1% |