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 | $25,430 | $72,492-64.9% | $87,100-70.8% | $72,985-65.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 22.19% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $720 | $1,894-62.0% | $2,521-71.4% | $2,440-70.5% |
| Participant deferral / active EE | $2,841 | $3,270-13.1% | $4,049-29.8% | $3,607-21.2% |
| Admin fee / account holder | $396 | $5,055-92.2% | $7,497-94.7% | $5,124-92.3% |