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 | $3,114 | $85,022-96.3% | $70,515-95.6% | $139,434-97.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 34.72% | 30.38%+4.3pp | 32.77%+2.0pp | 372.94%-338.2pp |
| Employer contribution / active EE | $887 | $3,909-77.3% | $2,973-70.2% | $4,751-81.3% |
| Participant deferral / active EE | $1,867 | $5,890-68.3% | $4,567-59.1% | $6,710-72.2% |
| Admin fee / account holder | $540 | $8,906-93.9% | $6,412-91.6% | $11,403-95.3% |