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 | $6,903 | $177,572-96.1% | $154,803-95.5% | $142,382-95.2% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 25.18% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,665 | $4,810-65.4% | $4,305-61.3% | $4,299-61.3% |
| Participant deferral / active EE | $2,619 | $6,272-58.2% | $5,540-52.7% | $6,507-59.8% |
| Admin fee / account holder | $385 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |