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 4-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 | $5,481 | $106,515-94.9% | $96,683-94.3% | $139,434-96.1% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 25.11% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,534 | $4,103-62.6% | $3,737-58.9% | $4,751-67.7% |
| Participant deferral / active EE | $3,578 | $5,454-34.4% | $4,878-26.7% | $6,710-46.7% |
| Admin fee / account holder | $319 | $7,877-96.0% | $6,730-95.3% | $11,403-97.2% |