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 | $3,346 | $58,208-94.3% | $81,812-95.9% | $80,856-95.9% |
| Participation rate | 93.6% | 63.4%+30.2pp | 72.3%+21.3pp | 67.6%+26.0pp |
| Annual return | 14.28% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,175 | $2,340-49.8% | $2,912-59.7% | $2,755-57.3% |
| Participant deferral / active EE | $1,325 | $3,281-59.6% | $4,319-69.3% | $4,296-69.2% |
| Admin fee / account holder | $404 | $4,981-91.9% | $7,386-94.5% | $6,918-94.2% |