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 | $7,584 | $227,553-96.7% | $189,557-96.0% | $167,490-95.5% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 19.75% | 78.40%-58.7pp | 64.17%-44.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $693 | $5,316-87.0% | $4,412-84.3% | $4,837-85.7% |
| Participant deferral / active EE | $1,472 | $7,002-79.0% | $6,174-76.2% | $6,341-76.8% |
| Admin fee / account holder | $500 | $11,878-95.8% | $9,807-94.9% | $12,309-95.9% |