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 | $8,161 | $106,515-92.3% | $96,683-91.6% | $139,434-94.1% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 39.03% | 38.43%+0.6pp | 35.69%+3.3pp | 372.94%-333.9pp |
| Employer contribution / active EE | $1,970 | $4,103-52.0% | $3,737-47.3% | $4,751-58.5% |
| Participant deferral / active EE | $3,522 | $5,454-35.4% | $4,878-27.8% | $6,710-47.5% |
| Admin fee / account holder | $578 | $7,877-92.7% | $6,730-91.4% | $11,403-94.9% |