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 | $4,818 | $108,919-95.6% | $100,391-95.2% | $145,922-96.7% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 58.75% | 57.88%+0.9pp | 49.20%+9.5pp | 561.29%-502.5pp |
| Employer contribution / active EE | $2,994 | $4,419-32.3% | $3,942-24.0% | $4,660-35.8% |
| Participant deferral / active EE | $4,137 | $8,445-51.0% | $8,082-48.8% | $6,688-38.1% |
| Admin fee / account holder | $377 | $9,689-96.1% | $7,899-95.2% | $13,397-97.2% |