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 | $6,206 | $58,512-89.4% | $84,015-92.6% | $72,985-91.5% |
| Participation rate | 97.0% | 61.2%+35.7pp | 69.0%+28.0pp | 69.5%+27.5pp |
| Annual return | 34.09% | 28.93%+5.2pp | 71.31%-37.2pp | 81.00%-46.9pp |
| Employer contribution / active EE | $3,535 | $1,163+204.0% | $1,983+78.2% | $2,440+44.9% |
| Participant deferral / active EE | $1,493 | $2,394-37.6% | $3,239-53.9% | $3,607-58.6% |
| Admin fee / account holder | $441 | $4,569-90.4% | $6,101-92.8% | $5,124-91.4% |