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 | $2,501 | $110,261-97.7% | $95,745-97.4% | $139,434-98.2% |
| Participation rate | 72.7% | 75.8%-3.0pp | 72.3%+0.5pp | 80.3%-7.6pp |
| Annual return | 18.68% | 27.11%-8.4pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $567 | $3,257-82.6% | $2,835-80.0% | $4,751-88.1% |
| Participant deferral / active EE | $1,318 | $4,676-71.8% | $4,245-69.0% | $6,710-80.4% |
| Admin fee / account holder | $304 | $6,613-95.4% | $5,678-94.6% | $11,403-97.3% |