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 | $7,621 | $110,257-93.1% | $96,544-92.1% | $139,434-94.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.36% | 26.32%+1.0pp | 25.84%+1.5pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,816 | $3,620-49.8% | $2,965-38.7% | $4,751-61.8% |
| Participant deferral / active EE | $3,131 | $5,548-43.6% | $4,851-35.5% | $6,710-53.3% |
| Admin fee / account holder | $899 | $11,591-92.2% | $8,252-89.1% | $11,403-92.1% |