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 | $4,375 | $53,516-91.8% | $126,539-96.5% | $84,808-94.8% |
| Participation rate | 75.0% | 58.2%+16.8pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 20.09% | 58.34%-38.3pp | 425.95%-405.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $682 | $1,535-55.6% | $3,674-81.4% | $2,631-74.1% |
| Participant deferral / active EE | $909 | $2,671-66.0% | $4,083-77.7% | $4,212-78.4% |
| Admin fee / account holder | $418 | $4,497-90.7% | $6,065-93.1% | $7,344-94.3% |