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 | $3,714 | $105,126-96.5% | $94,646-96.1% | $139,434-97.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 18.26% | 38.03%-19.8pp | 156.71%-138.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,920 | $4,106-53.2% | $3,672-47.7% | $4,751-59.6% |
| Participant deferral / active EE | $2,666 | $7,599-64.9% | $7,418-64.1% | $6,710-60.3% |
| Admin fee / account holder | $2,124 | $8,984-76.4% | $7,231-70.6% | $11,403-81.4% |