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 | $7,600 | $54,726-86.1% | $68,793-89.0% | $64,186-88.2% |
| Participation rate | 91.9% | 68.0%+23.9pp | 72.2%+19.7pp | 69.6%+22.3pp |
| Annual return | 35.17% | -1.62%+36.8pp | -4.63%+39.8pp | 7.63%+27.5pp |
| Employer contribution / active EE | $402 | $1,846-78.2% | $2,625-84.7% | $2,381-83.1% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $565 | $4,027-86.0% | $5,131-89.0% | $4,888-88.4% |