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 | $6,844 | $77,314-91.1% | $177,989-96.2% | $80,856-91.5% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.6%+20.2pp |
| Annual return | 19.29% | 18.09%+1.2pp | 294.48%-275.2pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,945 | $2,292-15.1% | $3,949-50.7% | $2,755-29.4% |
| Participant deferral / active EE | $2,866 | $4,411-35.0% | $6,276-54.3% | $4,296-33.3% |
| Admin fee / account holder | $468 | $7,191-93.5% | $10,363-95.5% | $6,918-93.2% |