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 | $7,577 | $58,512-87.1% | $84,015-91.0% | $72,985-89.6% |
| Participation rate | 96.4% | 61.2%+35.1pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 34.08% | 28.93%+5.2pp | 71.31%-37.2pp | 81.00%-46.9pp |
| Employer contribution / active EE | $3,126 | $1,163+168.8% | $1,983+57.6% | $2,440+28.1% |
| Participant deferral / active EE | $1,183 | $2,394-50.6% | $3,239-63.5% | $3,607-67.2% |
| Admin fee / account holder | $481 | $4,569-89.5% | $6,101-92.1% | $5,124-90.6% |