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 6-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 | $3,943 | $39,019-89.9% | $80,716-95.1% | $85,850-95.4% |
| Participation rate | 89.2% | 41.5%+47.6pp | 54.2%+35.0pp | 69.3%+19.9pp |
| Annual return | 23.00% | 26.27%-3.3pp | 87.28%-64.3pp | 318.53%-295.5pp |
| Employer contribution / active EE | $710 | $722-1.7% | $1,160-38.8% | $2,565-72.3% |
| Participant deferral / active EE | $1,651 | $1,326+24.6% | $2,146-23.0% | $3,952-58.2% |
| Admin fee / account holder | $376 | $2,431-84.5% | $3,380-88.9% | $6,260-94.0% |