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 5-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 | $4,257 | $114,381-96.3% | $107,525-96.0% | $142,382-97.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 15.56% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,347 | $4,015-66.5% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $1,776 | $5,564-68.1% | $5,116-65.3% | $6,507-72.7% |
| Admin fee / account holder | $1,788 | $9,860-81.9% | $8,919-80.0% | $12,624-85.8% |