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 | $4,859 | $80,717-94.0% | $154,803-96.9% | $84,808-94.3% |
| Participation rate | 89.5% | 66.8%+22.7pp | 78.1%+11.4pp | 68.3%+21.2pp |
| Annual return | 25.52% | 37.96%-12.4pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,717 | $2,761-37.8% | $4,305-60.1% | $2,631-34.7% |
| Participant deferral / active EE | $2,412 | $3,303-27.0% | $5,540-56.5% | $4,212-42.7% |
| Admin fee / account holder | $821 | $6,746-87.8% | $14,329-94.3% | $7,344-88.8% |