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 6-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 | $6,003 | $53,345-88.7% | $121,098-95.0% | $74,419-91.9% |
| Participation rate | 91.2% | 60.0%+31.2pp | 69.5%+21.7pp | 70.7%+20.5pp |
| Annual return | 27.31% | 35.15%-7.8pp | 985.75%-958.4pp | 34.38%-7.1pp |
| Employer contribution / active EE | $805 | $1,898-57.6% | $4,164-80.7% | $2,637-69.5% |
| Participant deferral / active EE | $2,397 | $3,221-25.6% | $4,080-41.2% | $4,528-47.1% |
| Admin fee / account holder | $660 | $382+72.8% | $5,644-88.3% | $348+89.8% |