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 | $3,832 | $60,892-93.7% | $82,389-95.3% | $84,808-95.5% |
| Participation rate | 85.4% | 63.3%+22.1pp | 69.5%+15.9pp | 68.3%+17.1pp |
| Annual return | 19.42% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $521 | $1,779-70.7% | $2,517-79.3% | $2,631-80.2% |
| Participant deferral / active EE | $1,533 | $3,179-51.8% | $4,155-63.1% | $4,212-63.6% |
| Admin fee / account holder | $1,230 | $5,467-77.5% | $7,231-83.0% | $7,344-83.3% |