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 | $6,028 | $183,519-96.7% | $155,509-96.1% | $145,922-95.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 28.71% | 61.17%-32.5pp | 64.67%-36.0pp | 561.29%-532.6pp |
| Employer contribution / active EE | $1,270 | $5,313-76.1% | $4,672-72.8% | $4,660-72.7% |
| Participant deferral / active EE | $2,115 | $6,462-67.3% | $5,626-62.4% | $6,688-68.4% |
| Admin fee / account holder | $1,156 | $19,313-94.0% | $15,912-92.7% | $13,397-91.4% |