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 | $31,503 | $109,359-71.2% | $162,163-80.6% | $72,985-56.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.59% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,636 | $3,907-58.1% | $5,614-70.9% | $2,440-32.9% |
| Participant deferral / active EE | $2,870 | $5,481-47.6% | $7,298-60.7% | $3,607-20.4% |
| Admin fee / account holder | $921 | $7,972-88.5% | $10,843-91.5% | $5,124-82.0% |