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 5-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 | $3,705 | $48,795-92.4% | $65,493-94.3% | $84,808-95.6% |
| Participation rate | 94.7% | 67.0%+27.8pp | 73.1%+21.6pp | 68.3%+26.4pp |
| Annual return | 24.13% | 20.20%+3.9pp | 982.45%-958.3pp | 40.90%-16.8pp |
| Employer contribution / active EE | $765 | $1,930-60.3% | $2,574-70.3% | $2,631-70.9% |
| Participant deferral / active EE | $1,522 | $2,928-48.0% | $3,961-61.6% | $4,212-63.9% |
| Admin fee / account holder | $380 | $3,877-90.2% | $5,028-92.4% | $7,344-94.8% |