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 | $3,858 | $127,777-97.0% | $106,548-96.4% | $167,490-97.7% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 15.22% | 33.87%-18.7pp | 26.80%-11.6pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,435 | $3,427-58.1% | $2,819-49.1% | $4,837-70.3% |
| Participant deferral / active EE | $2,834 | $5,087-44.3% | $4,398-35.6% | $6,341-55.3% |
| Admin fee / account holder | $1,422 | $11,228-87.3% | $7,407-80.8% | $12,309-88.4% |