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 | $6,378 | $77,899-91.8% | $149,673-95.7% | $75,163-91.5% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 40.50% | 31.72%+8.8pp | 134.42%-93.9pp | 160.62%-120.1pp |
| Employer contribution / active EE | $1,713 | $3,137-45.4% | $4,818-64.4% | $2,670-35.8% |
| Participant deferral / active EE | $3,943 | $3,411+15.6% | $5,680-30.6% | $4,125-4.4% |
| Admin fee / account holder | $1,615 | $5,956-72.9% | $13,210-87.8% | $5,651-71.4% |