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 | $27,041 | $176,811-84.7% | $146,958-81.6% | - |
| Participation rate | 81.8% | 76.9%+4.9pp | 82.2%-0.3pp | - |
| Annual return | 30.86% | 11.56%+19.3pp | 418.34%-387.5pp | - |
| Employer contribution / active EE | $2,468 | $3,294-25.1% | $4,933-50.0% | - |
| Participant deferral / active EE | $5,313 | $6,900-23.0% | $8,070-34.2% | - |
| Admin fee / account holder | $1,711 | $27,451-93.8% | $12,998-86.8% | - |