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 3-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 | $7,972 | $106,515-92.5% | $96,683-91.8% | $139,434-94.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 32.10% | 38.43%-6.3pp | 35.69%-3.6pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,843 | $4,103-55.1% | $3,737-50.7% | $4,751-61.2% |
| Participant deferral / active EE | $3,212 | $5,454-41.1% | $4,878-34.2% | $6,710-52.1% |
| Admin fee / account holder | $747 | $7,877-90.5% | $6,730-88.9% | $11,403-93.5% |