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 | $4,247 | $117,983-96.4% | $101,794-95.8% | $142,382-97.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.37% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $857 | $2,773-69.1% | $2,289-62.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,467 | $4,714-68.9% | $4,084-64.1% | $6,507-77.5% |
| Admin fee / account holder | $1,438 | $10,433-86.2% | $8,777-83.6% | $12,624-88.6% |