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 | $5,671 | $124,425-95.4% | $112,040-94.9% | $137,256-95.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.56% | 24.72%-1.2pp | 24.52%-1.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,312 | $3,411-61.5% | $2,954-55.6% | $4,156-68.4% |
| Participant deferral / active EE | $3,093 | $5,718-45.9% | $5,098-39.3% | $6,407-51.7% |
| Admin fee / account holder | $347 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |