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 | $8,507 | $61,774-86.2% | $97,226-91.3% | $80,856-89.5% |
| Participation rate | 93.8% | 63.5%+30.2pp | 72.7%+21.1pp | 67.6%+26.1pp |
| Annual return | 13.55% | -557.90%+571.4pp | 75.13%-61.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,697 | $1,837-7.6% | $2,729-37.8% | $2,755-38.4% |
| Participant deferral / active EE | $2,098 | $3,029-30.7% | $4,264-50.8% | $4,296-51.2% |
| Admin fee / account holder | $618 | $5,166-88.0% | $5,654-89.1% | $6,918-91.1% |