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 | $5,514 | $124,281-95.6% | $109,143-94.9% | $167,490-96.7% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 26.15% | 26.04%+0.1pp | 25.75%+0.4pp | 478.56%-452.4pp |
| Employer contribution / active EE | $1,358 | $4,207-67.7% | $3,722-63.5% | $4,837-71.9% |
| Participant deferral / active EE | $3,221 | $5,255-38.7% | $4,653-30.8% | $6,341-49.2% |
| Admin fee / account holder | $583 | $7,970-92.7% | $6,752-91.4% | $12,309-95.3% |