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 | $7,626 | $57,541-86.7% | $95,745-92.0% | $75,163-89.9% |
| Participation rate | 96.7% | 62.5%+34.2pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | 19.67% | 34.93%-15.3pp | 28.35%-8.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,395 | $1,808-22.9% | $2,835-50.8% | $2,670-47.8% |
| Participant deferral / active EE | $1,786 | $3,074-41.9% | $4,245-57.9% | $4,125-56.7% |
| Admin fee / account holder | $680 | $4,099-83.4% | $5,678-88.0% | $5,651-88.0% |