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 | $4,017 | $95,416-95.8% | $185,823-97.8% | $85,850-95.3% |
| Participation rate | 73.2% | 68.8%+4.5pp | 81.7%-8.5pp | 69.3%+3.9pp |
| Annual return | 21.41% | 23.59%-2.2pp | 122.05%-100.6pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,169 | $3,314-64.7% | $5,167-77.4% | $2,565-54.4% |
| Participant deferral / active EE | $1,527 | $3,423-55.4% | $5,568-72.6% | $3,952-61.4% |
| Admin fee / account holder | $433 | $7,213-94.0% | $16,237-97.3% | $6,260-93.1% |