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 | $9,703 | $98,750-90.2% | $149,696-93.5% | $79,858-87.8% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 28.06% | 27.43%+0.6pp | 276.60%-248.5pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,395 | $3,216-56.6% | $4,644-70.0% | $2,471-43.5% |
| Participant deferral / active EE | $3,435 | $5,680-39.5% | $6,842-49.8% | $3,740-8.2% |
| Admin fee / account holder | $677 | $6,053-88.8% | $9,309-92.7% | $5,306-87.2% |