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 | $4,818 | $111,535-95.7% | $105,223-95.4% | $137,256-96.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 21.66% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,140 | $3,939-71.1% | $3,689-69.1% | $4,156-72.6% |
| Participant deferral / active EE | $1,787 | $5,500-67.5% | $5,072-64.8% | $6,407-72.1% |
| Admin fee / account holder | $685 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |