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 | $6,916 | $81,248-91.5% | $155,509-95.6% | $80,856-91.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.72% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,601 | $3,100-48.4% | $4,672-65.7% | $2,755-41.9% |
| Participant deferral / active EE | $3,258 | $3,452-5.6% | $5,626-42.1% | $4,296-24.1% |
| Admin fee / account holder | $364 | $7,997-95.5% | $15,912-97.7% | $6,918-94.7% |