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 | $6,477 | $114,381-94.3% | $107,525-94.0% | $142,382-95.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 24.92% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,312 | $4,015-67.3% | $3,754-65.0% | $4,299-69.5% |
| Participant deferral / active EE | $1,604 | $5,564-71.2% | $5,116-68.6% | $6,507-75.4% |
| Admin fee / account holder | $770 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |