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 | $4,160 | $80,717-94.8% | $154,803-97.3% | $84,808-95.1% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 18.53% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $721 | $2,761-73.9% | $4,305-83.3% | $2,631-72.6% |
| Participant deferral / active EE | $936 | $3,303-71.7% | $5,540-83.1% | $4,212-77.8% |
| Admin fee / account holder | $306 | $6,746-95.5% | $14,329-97.9% | $7,344-95.8% |