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 | $8,241 | $93,571-91.2% | $135,903-93.9% | $75,163-89.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.86% | 30.90%-10.0pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,130 | $3,537-68.1% | $4,856-76.7% | $2,670-57.7% |
| Participant deferral / active EE | $3,098 | $6,404-51.6% | $7,758-60.1% | $4,125-24.9% |
| Admin fee / account holder | $541 | $6,975-92.2% | $10,762-95.0% | $5,651-90.4% |