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 | $5,209 | $48,795-89.3% | $65,493-92.0% | $84,808-93.9% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.2pp |
| Annual return | 16.56% | 20.20%-3.6pp | 982.45%-965.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,553 | $1,930-19.5% | $2,574-39.7% | $2,631-41.0% |
| Participant deferral / active EE | $1,878 | $2,928-35.9% | $3,961-52.6% | $4,212-55.4% |
| Admin fee / account holder | $346 | $3,877-91.1% | $5,028-93.1% | $7,344-95.3% |