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 | $11,244 | $65,041-82.7% | $90,951-87.6% | $79,858-85.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 29.14% | 30.45%-1.3pp | 134.60%-105.5pp | 31.71%-2.6pp |
| Employer contribution / active EE | $1,959 | $1,247+57.1% | $2,122-7.7% | $2,471-20.7% |
| Participant deferral / active EE | $2,483 | $2,512-1.2% | $3,373-26.4% | $3,740-33.6% |
| Admin fee / account holder | $771 | $4,536-83.0% | $5,959-87.1% | $5,306-85.5% |