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 | $111,535-94.2% | $105,223-93.8% | $137,256-95.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 24.92% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,312 | $3,939-66.7% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,604 | $5,500-70.8% | $5,072-68.4% | $6,407-75.0% |
| Admin fee / account holder | $770 | $9,721-92.1% | $8,859-91.3% | $12,270-93.7% |