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 6-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 | $7,175 | $80,968-91.1% | $96,544-92.6% | $75,163-90.5% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.9pp |
| Annual return | 30.27% | 27.06%+3.2pp | 25.84%+4.4pp | 160.62%-130.3pp |
| Employer contribution / active EE | $1,245 | $2,282-45.5% | $2,965-58.0% | $2,670-53.4% |
| Participant deferral / active EE | $2,295 | $3,928-41.6% | $4,851-52.7% | $4,125-44.4% |
| Admin fee / account holder | $418 | $6,724-93.8% | $8,252-94.9% | $5,651-92.6% |