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 | $5,008 | $124,281-96.0% | $109,143-95.4% | $167,490-97.0% |
| Participation rate | 72.2% | 79.4%-7.2pp | 75.9%-3.7pp | 82.1%-9.9pp |
| Annual return | 18.53% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,016 | $4,207-75.9% | $3,722-72.7% | $4,837-79.0% |
| Participant deferral / active EE | $2,426 | $5,255-53.8% | $4,653-47.9% | $6,341-61.7% |
| Admin fee / account holder | $480 | $7,970-94.0% | $6,752-92.9% | $12,309-96.1% |