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 | $6,536 | $99,877-93.5% | $84,966-92.3% | $145,922-95.5% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 17.34% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,206 | $3,231-31.7% | $2,727-19.1% | $4,660-52.7% |
| Participant deferral / active EE | $2,891 | $5,291-45.4% | $4,519-36.0% | $6,688-56.8% |
| Admin fee / account holder | $2,389 | $7,248-67.0% | $6,149-61.1% | $13,397-82.2% |