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 | $5,284 | $109,881-95.2% | $150,045-96.5% | $84,808-93.8% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 52.08% | 28.25%+23.8pp | 62.55%-10.5pp | 40.90%+11.2pp |
| Employer contribution / active EE | $2,687 | $3,561-24.5% | $4,693-42.7% | $2,631+2.1% |
| Participant deferral / active EE | $3,525 | $6,636-46.9% | $7,997-55.9% | $4,212-16.3% |
| Admin fee / account holder | $952 | $8,568-88.9% | $13,435-92.9% | $7,344-87.0% |