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 | $6,388 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 22.53% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,296 | $2,761-53.1% | $4,305-69.9% | $2,631-50.7% |
| Participant deferral / active EE | $2,214 | $3,303-33.0% | $5,540-60.0% | $4,212-47.4% |
| Admin fee / account holder | $388 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |