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 4-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 | $4,519 | $73,933-93.9% | $96,683-95.3% | $75,163-94.0% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.4pp |
| Annual return | 35.95% | 26.70%+9.2pp | 35.69%+0.3pp | 160.62%-124.7pp |
| Employer contribution / active EE | $1,265 | $2,928-56.8% | $3,737-66.1% | $2,670-52.6% |
| Participant deferral / active EE | $1,793 | $3,659-51.0% | $4,878-63.2% | $4,125-56.5% |
| Admin fee / account holder | $302 | $5,216-94.2% | $6,730-95.5% | $5,651-94.7% |