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 | $3,348 | $76,367-95.6% | $93,606-96.4% | $72,985-95.4% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+18.0pp | 69.5%+24.4pp |
| Annual return | 28.19% | 25.82%+2.4pp | 32.76%-4.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,980 | $2,275-13.0% | $2,718-27.1% | $2,440-18.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $458 | $6,838-93.3% | $7,888-94.2% | $5,124-91.1% |