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 4-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 | $16,580 | $68,346-75.7% | $94,646-82.5% | $75,163-77.9% |
| Participation rate | 82.4% | 76.1%+6.3pp | 80.8%+1.5pp | 67.2%+15.2pp |
| Annual return | 31.34% | 616.93%-585.6pp | 156.71%-125.4pp | 160.62%-129.3pp |
| Employer contribution / active EE | $743 | $2,701-72.5% | $3,672-79.8% | $2,670-72.2% |
| Participant deferral / active EE | $3,054 | $6,537-53.3% | $7,418-58.8% | $4,125-26.0% |
| Admin fee / account holder | $1,261 | $5,326-76.3% | $7,231-82.6% | $5,651-77.7% |