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 | $5,951 | $80,717-92.6% | $154,803-96.2% | $84,808-93.0% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 50.66% | 37.96%+12.7pp | 58.88%-8.2pp | 40.90%+9.8pp |
| Employer contribution / active EE | $901 | $2,761-67.4% | $4,305-79.1% | $2,631-65.8% |
| Participant deferral / active EE | $1,483 | $3,303-55.1% | $5,540-73.2% | $4,212-64.8% |
| Admin fee / account holder | $491 | $6,746-92.7% | $14,329-96.6% | $7,344-93.3% |