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 | $5,751 | $114,381-95.0% | $107,525-94.7% | $142,382-96.0% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 20.18% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,036 | $4,015-74.2% | $3,754-72.4% | $4,299-75.9% |
| Participant deferral / active EE | $1,648 | $5,564-70.4% | $5,116-67.8% | $6,507-74.7% |
| Admin fee / account holder | $1,187 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |