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 | $7,142 | $58,512-87.8% | $84,015-91.5% | $72,985-90.2% |
| Participation rate | 94.4% | 61.2%+33.2pp | 69.0%+25.4pp | 69.5%+25.0pp |
| Annual return | 31.80% | 28.93%+2.9pp | 71.31%-39.5pp | 81.00%-49.2pp |
| Employer contribution / active EE | $3,273 | $1,163+181.5% | $1,983+65.0% | $2,440+34.2% |
| Participant deferral / active EE | $1,557 | $2,394-34.9% | $3,239-51.9% | $3,607-56.8% |
| Admin fee / account holder | $334 | $4,569-92.7% | $6,101-94.5% | $5,124-93.5% |