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 8-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 | $5,191 | $65,376-92.1% | $87,100-94.0% | $65,185-92.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 29.96% | 31.27%-1.3pp | 28.19%+1.8pp | 29.38%+0.6pp |
| Employer contribution / active EE | $1,016 | $1,822-44.3% | $2,521-59.7% | $2,177-53.3% |
| Participant deferral / active EE | $3,322 | $3,388-2.0% | $4,049-17.9% | $3,514-5.5% |
| Admin fee / account holder | $681 | $520+31.1% | $7,497-90.9% | $847-19.6% |