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 8-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 | $9,246 | $127,386-92.7% | $115,037-92.0% | $125,391-92.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 4.72% | 31.28%-26.6pp | 26.14%-21.4pp | 282.22%-277.5pp |
| Employer contribution / active EE | $1,017 | $5,166-80.3% | $4,608-77.9% | $4,866-79.1% |
| Participant deferral / active EE | $2,265 | $6,423-64.7% | $6,026-62.4% | $5,352-57.7% |
| Admin fee / account holder | $1,300 | $9,516-86.3% | $8,175-84.1% | $9,540-86.4% |