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 | $6,952 | $202,432-96.6% | $169,368-95.9% | $139,434-95.0% |
| Participation rate | 70.6% | 81.1%-10.5pp | 77.1%-6.6pp | 80.3%-9.7pp |
| Annual return | 11.58% | 531.74%-520.2pp | 405.60%-394.0pp | 372.94%-361.4pp |
| Employer contribution / active EE | $890 | $4,692-81.0% | $4,013-77.8% | $4,751-81.3% |
| Participant deferral / active EE | $2,092 | $6,938-69.9% | $6,221-66.4% | $6,710-68.8% |
| Admin fee / account holder | $1,116 | $10,708-89.6% | $9,003-87.6% | $11,403-90.2% |