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 4-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 | $8,584 | $177,572-95.2% | $154,803-94.5% | $142,382-94.0% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 62.26% | 65.07%-2.8pp | 58.88%+3.4pp | 217.08%-154.8pp |
| Employer contribution / active EE | $1,935 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $5,896 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $505 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |