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 | $4,154 | $60,892-93.2% | $82,389-95.0% | $84,808-95.1% |
| Participation rate | 83.9% | 63.3%+20.6pp | 69.5%+14.3pp | 68.3%+15.6pp |
| Annual return | 21.64% | 37.29%-15.7pp | 28.67%-7.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $714 | $1,779-59.9% | $2,517-71.6% | $2,631-72.9% |
| Participant deferral / active EE | $1,304 | $3,179-59.0% | $4,155-68.6% | $4,212-69.0% |
| Admin fee / account holder | $988 | $5,467-81.9% | $7,231-86.3% | $7,344-86.5% |