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 | $6,545 | $74,927-91.3% | $101,794-93.6% | $84,808-92.3% |
| Participation rate | 92.8% | 61.4%+31.4pp | 69.2%+23.6pp | 68.3%+24.4pp |
| Annual return | 43.30% | 18.70%+24.6pp | 30.53%+12.8pp | 40.90%+2.4pp |
| Employer contribution / active EE | $1,168 | $1,522-23.3% | $2,289-49.0% | $2,631-55.6% |
| Participant deferral / active EE | $2,047 | $3,099-33.9% | $4,084-49.9% | $4,212-51.4% |
| Admin fee / account holder | $379 | $6,514-94.2% | $8,777-95.7% | $7,344-94.8% |