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 | $4,355 | $49,915-91.3% | $154,803-97.2% | $74,304-94.1% |
| Participation rate | 88.5% | 54.0%+34.5pp | 78.1%+10.4pp | 60.3%+28.1pp |
| Annual return | 28.42% | 34.06%-5.6pp | 58.88%-30.5pp | 29.43%-1.0pp |
| Employer contribution / active EE | $1,043 | $1,611-35.2% | $4,305-75.8% | $2,241-53.4% |
| Participant deferral / active EE | $2,018 | $2,255-10.5% | $5,540-63.6% | $3,767-46.4% |
| Admin fee / account holder | $388 | $2,189-82.3% | $14,329-97.3% | $2,969-86.9% |