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 | $1,886 | $77,899-97.6% | $149,673-98.7% | $75,163-97.5% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 30.42% | 31.72%-1.3pp | 134.42%-104.0pp | 160.62%-130.2pp |
| Employer contribution / active EE | $866 | $3,137-72.4% | $4,818-82.0% | $2,670-67.6% |
| Participant deferral / active EE | $1,056 | $3,411-69.0% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $348 | $5,956-94.2% | $13,210-97.4% | $5,651-93.8% |