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 5-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 | $4,065 | $85,022-95.2% | $70,515-94.2% | $139,434-97.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 30.38%-9.7pp | 32.77%-12.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,439 | $3,909-63.2% | $2,973-51.6% | $4,751-69.7% |
| Participant deferral / active EE | $2,531 | $5,890-57.0% | $4,567-44.6% | $6,710-62.3% |
| Admin fee / account holder | $3,692 | $8,906-58.5% | $6,412-42.4% | $11,403-67.6% |