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 | $5,133 | $99,918-94.9% | $81,382-93.7% | $145,922-96.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 18.19% | 34.32%-16.1pp | 24.73%-6.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,378 | $2,978-53.7% | $2,463-44.0% | $4,660-70.4% |
| Participant deferral / active EE | $1,659 | $4,605-64.0% | $3,883-57.3% | $6,688-75.2% |
| Admin fee / account holder | $545 | $8,212-93.4% | $5,768-90.5% | $13,397-95.9% |