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 | $7,606 | $114,381-93.4% | $107,525-92.9% | $142,382-94.7% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 30.19% | 242.71%-212.5pp | 181.32%-151.1pp | 217.08%-186.9pp |
| Employer contribution / active EE | $2,110 | $4,015-47.4% | $3,754-43.8% | $4,299-50.9% |
| Participant deferral / active EE | $2,275 | $5,564-59.1% | $5,116-55.5% | $6,507-65.0% |
| Admin fee / account holder | $947 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |