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 | $80,717-96.5% | $154,803-98.2% | $84,808-96.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 25.90% | 37.96%-12.1pp | 58.88%-33.0pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,191 | $2,761-56.9% | $4,305-72.3% | $2,631-54.7% |
| Participant deferral / active EE | $1,313 | $3,303-60.2% | $5,540-76.3% | $4,212-68.8% |
| Admin fee / account holder | $431 | $6,746-93.6% | $14,329-97.0% | $7,344-94.1% |