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 | $6,211 | $45,073-86.2% | $69,455-91.1% | $72,985-91.5% |
| Participation rate | 82.2% | 68.5%+13.7pp | 74.6%+7.6pp | 69.5%+12.7pp |
| Annual return | 34.51% | 22.65%+11.9pp | 28.97%+5.5pp | 81.00%-46.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,924 | $2,602+50.8% | $3,535+11.0% | $3,607+8.8% |
| Admin fee / account holder | $625 | $3,056-79.5% | $3,839-83.7% | $5,124-87.8% |