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 6-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 | $7,246 | $124,281-94.2% | $109,143-93.4% | $167,490-95.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 24.92% | 26.04%-1.1pp | 25.75%-0.8pp | 478.56%-453.6pp |
| Employer contribution / active EE | $1,362 | $4,207-67.6% | $3,722-63.4% | $4,837-71.8% |
| Participant deferral / active EE | $3,178 | $5,255-39.5% | $4,653-31.7% | $6,341-49.9% |
| Admin fee / account holder | $524 | $7,970-93.4% | $6,752-92.2% | $12,309-95.7% |