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 5-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 | $3,932 | $51,175-92.3% | $70,515-94.4% | $75,163-94.8% |
| Participation rate | 94.5% | 60.9%+33.6pp | 68.3%+26.2pp | 67.2%+27.4pp |
| Annual return | 16.34% | 30.02%-13.7pp | 32.77%-16.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,065 | $1,826-41.7% | $2,973-64.2% | $2,670-60.1% |
| Participant deferral / active EE | $1,135 | $2,849-60.2% | $4,567-75.1% | $4,125-72.5% |
| Admin fee / account holder | $905 | $4,091-77.9% | $6,412-85.9% | $5,651-84.0% |