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 | $7,221 | $180,749-96.0% | $160,784-95.5% | $137,256-94.7% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 21.23% | 2234.46%-2213.2pp | 1803.92%-1782.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,735 | $4,155-58.3% | $3,733-53.5% | $4,156-58.3% |
| Participant deferral / active EE | $2,043 | $6,844-70.2% | $6,293-67.5% | $6,407-68.1% |
| Admin fee / account holder | $570 | $10,397-94.5% | $9,717-94.1% | $12,270-95.4% |