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 4-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 | $3,255 | $107,452-97.0% | $91,541-96.4% | $142,382-97.7% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.8%+25.5pp | 80.1%+15.1pp |
| Annual return | 18.75% | 22.06%-3.3pp | 20.50%-1.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $225 | $2,994-92.5% | $2,505-91.0% | $4,299-94.8% |
| Participant deferral / active EE | $1,929 | $4,754-59.4% | $4,008-51.9% | $6,507-70.4% |
| Admin fee / account holder | $1,234 | $8,834-86.0% | $6,956-82.3% | $12,624-90.2% |