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 | $6,499 | $114,381-94.3% | $107,525-94.0% | $142,382-95.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 26.29% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,785 | $4,015-55.5% | $3,754-52.4% | $4,299-58.5% |
| Participant deferral / active EE | $2,714 | $5,564-51.2% | $5,116-47.0% | $6,507-58.3% |
| Admin fee / account holder | $1,266 | $9,860-87.2% | $8,919-85.8% | $12,624-90.0% |