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 | $4,562 | $78,422-94.2% | $95,952-95.2% | $79,858-94.3% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 32.01% | 19.37%+12.6pp | 91.61%-59.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $1,158 | $1,945-40.5% | $2,541-54.4% | $2,471-53.1% |
| Participant deferral / active EE | $3,341 | $3,440-2.9% | $4,167-19.8% | $3,740-10.7% |
| Admin fee / account holder | $454 | $5,622-91.9% | $6,795-93.3% | $5,306-91.5% |