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 | $3,328 | $158,398-97.9% | $126,539-97.4% | $142,382-97.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 52.76% | 593.76%-541.0pp | 425.95%-373.2pp | 217.08%-164.3pp |
| Employer contribution / active EE | $462 | $4,650-90.1% | $3,674-87.4% | $4,299-89.3% |
| Participant deferral / active EE | $712 | $4,767-85.1% | $4,083-82.6% | $6,507-89.1% |
| Admin fee / account holder | $611 | $6,918-91.2% | $6,065-89.9% | $12,624-95.2% |