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 8-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 | $6,852 | $58,512-88.3% | $84,015-91.8% | $72,985-90.6% |
| Participation rate | 94.9% | 61.2%+33.7pp | 69.0%+25.9pp | 69.5%+25.4pp |
| Annual return | 31.29% | 28.93%+2.4pp | 71.31%-40.0pp | 81.00%-49.7pp |
| Employer contribution / active EE | $2,541 | $1,163+118.5% | $1,983+28.1% | $2,440+4.1% |
| Participant deferral / active EE | $1,388 | $2,394-42.0% | $3,239-57.1% | $3,607-61.5% |
| Admin fee / account holder | $646 | $4,569-85.9% | $6,101-89.4% | $5,124-87.4% |