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 | $6,291 | $72,492-91.3% | $87,100-92.8% | $72,985-91.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 41.28% | 24.46%+16.8pp | 28.19%+13.1pp | 81.00%-39.7pp |
| Employer contribution / active EE | $805 | $1,894-57.5% | $2,521-68.1% | $2,440-67.0% |
| Participant deferral / active EE | $2,648 | $3,270-19.0% | $4,049-34.6% | $3,607-26.6% |
| Admin fee / account holder | $342 | $5,055-93.2% | $7,497-95.4% | $5,124-93.3% |