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 | $7,001 | $78,520-91.1% | $96,576-92.8% | $82,448-91.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 25.53% | 41.30%-15.8pp | 38.47%-12.9pp | 41.64%-16.1pp |
| Employer contribution / active EE | $3,189 | $2,630+21.3% | $3,553-10.3% | $2,551+25.0% |
| Participant deferral / active EE | $4,601 | $6,754-31.9% | $7,956-42.2% | $4,139+11.2% |
| Admin fee / account holder | $434 | $13,455-96.8% | $11,381-96.2% | $7,234-94.0% |