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 | $6,013 | $107,452-94.4% | $91,541-93.4% | $142,382-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.05% | 22.06%+6.0pp | 20.50%+7.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,072 | $2,994-64.2% | $2,505-57.2% | $4,299-75.1% |
| Participant deferral / active EE | $2,931 | $4,754-38.3% | $4,008-26.9% | $6,507-55.0% |
| Admin fee / account holder | $873 | $8,834-90.1% | $6,956-87.5% | $12,624-93.1% |