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 | $3,879 | $76,407-94.9% | $150,298-97.4% | $82,448-95.3% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 22.33% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $691 | $2,614-73.6% | $4,154-83.4% | $2,551-72.9% |
| Participant deferral / active EE | $1,114 | $3,214-65.3% | $5,453-79.6% | $4,139-73.1% |
| Admin fee / account holder | $403 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |