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 6-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 | $5,230 | $97,125-94.6% | $86,233-93.9% | $137,256-96.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 15.84% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $698 | $2,841-75.4% | $2,504-72.1% | $4,156-83.2% |
| Participant deferral / active EE | $1,298 | $5,180-74.9% | $4,559-71.5% | $6,407-79.7% |
| Admin fee / account holder | $1,970 | $9,725-79.7% | $8,342-76.4% | $12,270-83.9% |