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 | $3,603 | $81,248-95.6% | $155,509-97.7% | $80,856-95.5% |
| Participation rate | 84.2% | 66.2%+18.0pp | 78.2%+6.0pp | 67.6%+16.6pp |
| Annual return | 27.11% | 33.31%-6.2pp | 64.67%-37.6pp | 35.59%-8.5pp |
| Employer contribution / active EE | $786 | $3,100-74.6% | $4,672-83.2% | $2,755-71.5% |
| Participant deferral / active EE | $908 | $3,452-73.7% | $5,626-83.9% | $4,296-78.9% |
| Admin fee / account holder | $312 | $7,997-96.1% | $15,912-98.0% | $6,918-95.5% |