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 | $5,138 | $180,749-97.2% | $160,784-96.8% | $137,256-96.3% |
| Participation rate | 84.2% | 80.0%+4.2pp | 77.0%+7.3pp | 80.0%+4.3pp |
| Annual return | 21.16% | 2234.46%-2213.3pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,135 | $4,155-72.7% | $3,733-69.6% | $4,156-72.7% |
| Participant deferral / active EE | $1,758 | $6,844-74.3% | $6,293-72.1% | $6,407-72.6% |
| Admin fee / account holder | $680 | $10,397-93.5% | $9,717-93.0% | $12,270-94.5% |