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 8-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 | $6,476 | $62,586-89.7% | $76,768-91.6% | $64,186-89.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 145.11% | -1.95%+147.1pp | 2.43%+142.7pp | 7.63%+137.5pp |
| Employer contribution / active EE | $994 | $1,832-45.8% | $2,485-60.0% | $2,381-58.3% |
| Participant deferral / active EE | $3,216 | $3,145+2.3% | $3,852-16.5% | $3,470-7.3% |
| Admin fee / account holder | $389 | $4,667-91.7% | $6,675-94.2% | $4,888-92.0% |