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 | $3,379 | $76,407-95.6% | $150,298-97.8% | $82,448-95.9% |
| Participation rate | 82.4% | 66.4%+16.0pp | 77.8%+4.6pp | 68.1%+14.3pp |
| Annual return | 17.65% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $770 | $2,614-70.6% | $4,154-81.5% | $2,551-69.8% |
| Participant deferral / active EE | $1,643 | $3,214-48.9% | $5,453-69.9% | $4,139-60.3% |
| Admin fee / account holder | $568 | $6,352-91.1% | $14,116-96.0% | $7,234-92.1% |