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 | $2,800 | $76,407-96.3% | $150,298-98.1% | $82,448-96.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 25.90% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,191 | $2,614-54.4% | $4,154-71.3% | $2,551-53.3% |
| Participant deferral / active EE | $1,313 | $3,214-59.1% | $5,453-75.9% | $4,139-68.3% |
| Admin fee / account holder | $431 | $6,352-93.2% | $14,116-96.9% | $7,234-94.0% |