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 | $2,965 | $96,635-96.9% | $86,612-96.6% | $139,434-97.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 11.96% | 106.41%-94.5pp | 591.07%-579.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $627 | $3,263-80.8% | $3,022-79.3% | $4,751-86.8% |
| Participant deferral / active EE | $1,692 | $4,836-65.0% | $4,438-61.9% | $6,710-74.8% |
| Admin fee / account holder | $2,292 | $6,408-64.2% | $5,614-59.2% | $11,403-79.9% |