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 | $9,878 | $162,781-93.9% | $133,956-92.6% | $158,922-93.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 27.87% | 41.94%-14.1pp | 45.09%-17.2pp | 302.83%-275.0pp |
| Employer contribution / active EE | $2,307 | $4,975-53.6% | $3,919-41.1% | $4,761-51.5% |
| Participant deferral / active EE | $4,129 | $5,911-30.1% | $5,048-18.2% | $5,982-31.0% |
| Admin fee / account holder | $1,181 | $11,736-89.9% | $8,927-86.8% | $11,246-89.5% |