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 | $8,074 | $93,571-91.4% | $135,903-94.1% | $75,163-89.3% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 30.12% | 30.90%-0.8pp | 68.23%-38.1pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,040 | $3,537-70.6% | $4,856-78.6% | $2,670-61.1% |
| Participant deferral / active EE | $3,067 | $6,404-52.1% | $7,758-60.5% | $4,125-25.7% |
| Admin fee / account holder | $1,002 | $6,975-85.6% | $10,762-90.7% | $5,651-82.3% |