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 | $8,172 | $77,314-89.4% | $177,989-95.4% | $80,856-89.9% |
| Participation rate | 77.3% | 65.7%+11.6pp | 77.1%+0.2pp | 67.6%+9.6pp |
| Annual return | 12.14% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,078 | $2,292-53.0% | $3,949-72.7% | $2,755-60.9% |
| Participant deferral / active EE | $2,114 | $4,411-52.1% | $6,276-66.3% | $4,296-50.8% |
| Admin fee / account holder | $1,687 | $7,191-76.5% | $10,363-83.7% | $6,918-75.6% |