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 6-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 | $2,730 | $45,863-94.0% | $77,024-96.5% | $68,494-96.0% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | 30.62% | 1.72%+28.9pp | 42.32%-11.7pp | -7.84%+38.5pp |
| Employer contribution / active EE | $1,047 | $1,650-36.5% | $2,812-62.8% | $2,596-59.7% |
| Participant deferral / active EE | $1,458 | $2,962-50.8% | $4,426-67.1% | $4,027-63.8% |
| Admin fee / account holder | $302 | $3,041-90.1% | $5,425-94.4% | $5,403-94.4% |