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 | $3,951 | $73,933-94.7% | $96,683-95.9% | $75,163-94.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 26.10% | 26.70%-0.6pp | 35.69%-9.6pp | 160.62%-134.5pp |
| Employer contribution / active EE | $766 | $2,928-73.8% | $3,737-79.5% | $2,670-71.3% |
| Participant deferral / active EE | $1,532 | $3,659-58.1% | $4,878-68.6% | $4,125-62.9% |
| Admin fee / account holder | $569 | $5,216-89.1% | $6,730-91.5% | $5,651-89.9% |