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 | $9,217 | $81,248-88.7% | $155,509-94.1% | $80,856-88.6% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 25.45% | 33.31%-7.9pp | 64.67%-39.2pp | 35.59%-10.1pp |
| Employer contribution / active EE | $616 | $3,100-80.1% | $4,672-86.8% | $2,755-77.6% |
| Participant deferral / active EE | $4,122 | $3,452+19.4% | $5,626-26.7% | $4,296-4.0% |
| Admin fee / account holder | $3,545 | $7,997-55.7% | $15,912-77.7% | $6,918-48.8% |