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 | $11,861 | $228,332-94.8% | $185,823-93.6% | $158,922-92.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 7.06% | 40.80%-33.7pp | 35.95%-28.9pp | 302.83%-295.8pp |
| Employer contribution / active EE | $657 | $4,967-86.8% | $4,087-83.9% | $4,761-86.2% |
| Participant deferral / active EE | $3,822 | $6,415-40.4% | $5,632-32.1% | $5,982-36.1% |
| Admin fee / account holder | $2,757 | $11,864-76.8% | $9,500-71.0% | $11,246-75.5% |