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 | $7,961 | $106,749-92.5% | $145,433-94.5% | $82,448-90.3% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 39.83% | 27.59%+12.2pp | 66.58%-26.7pp | 41.64%-1.8pp |
| Employer contribution / active EE | $767 | $3,444-77.7% | $4,554-83.2% | $2,551-69.9% |
| Participant deferral / active EE | $3,232 | $6,519-50.4% | $7,897-59.1% | $4,139-21.9% |
| Admin fee / account holder | $340 | $8,390-95.9% | $13,129-97.4% | $7,234-95.3% |