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 | $7,235 | $109,413-93.4% | $156,263-95.4% | $84,808-91.5% |
| Participation rate | 84.8% | 72.7%+12.2pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 47.63% | 20.18%+27.5pp | 59.47%-11.8pp | 40.90%+6.7pp |
| Employer contribution / active EE | $1,431 | $2,907-50.8% | $4,333-67.0% | $2,631-45.6% |
| Participant deferral / active EE | $2,030 | $4,590-55.8% | $6,158-67.0% | $4,212-51.8% |
| Admin fee / account holder | $1,468 | $9,357-84.3% | $14,255-89.7% | $7,344-80.0% |