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 | $9,038 | $163,101-94.5% | $136,749-93.4% | $142,382-93.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 20.49% | 27.54%-7.1pp | 24.33%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,352 | $4,117-67.2% | $3,400-60.2% | $4,299-68.6% |
| Participant deferral / active EE | $2,317 | $5,585-58.5% | $4,692-50.6% | $6,507-64.4% |
| Admin fee / account holder | $991 | $14,318-93.1% | $11,386-91.3% | $12,624-92.1% |