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 | $5,766 | $93,571-93.8% | $135,903-95.8% | $75,163-92.3% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 42.72% | 30.90%+11.8pp | 68.23%-25.5pp | 160.62%-117.9pp |
| Employer contribution / active EE | $1,947 | $3,537-44.9% | $4,856-59.9% | $2,670-27.1% |
| Participant deferral / active EE | $3,062 | $6,404-52.2% | $7,758-60.5% | $4,125-25.8% |
| Admin fee / account holder | $648 | $6,975-90.7% | $10,762-94.0% | $5,651-88.5% |