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 | $9,441 | $115,770-91.8% | $101,248-90.7% | $158,922-94.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 20.49% | 56.14%-35.7pp | 46.47%-26.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $863 | $4,175-79.3% | $3,660-76.4% | $4,761-81.9% |
| Participant deferral / active EE | $1,425 | $4,957-71.3% | $4,370-67.4% | $5,982-76.2% |
| Admin fee / account holder | $1,525 | $7,245-79.0% | $5,945-74.4% | $11,246-86.4% |