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 | $5,306 | $90,397-94.1% | $76,002-93.0% | $145,959-96.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 11.21% | 621.97%-610.8pp | 360.07%-348.9pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,106 | $3,317-66.7% | $2,688-58.8% | $4,661-76.3% |
| Participant deferral / active EE | $2,180 | $5,163-57.8% | $4,257-48.8% | $6,689-67.4% |
| Admin fee / account holder | $774 | $8,369-90.8% | $6,414-87.9% | $13,398-94.2% |