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 | $7,329 | $111,301-93.4% | $112,977-93.5% | $158,922-95.4% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 285.20% | 26.40%+258.8pp | 24.24%+261.0pp | 302.83%-17.6pp |
| Employer contribution / active EE | $2,202 | $4,471-50.8% | $4,255-48.3% | $4,761-53.8% |
| Participant deferral / active EE | $4,985 | $5,880-15.2% | $5,836-14.6% | $5,982-16.7% |
| Admin fee / account holder | $391 | $8,392-95.3% | $6,294-93.8% | $11,246-96.5% |