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 | $5,560 | $111,535-95.0% | $105,223-94.7% | $137,256-95.9% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 80.0%+1.0pp |
| Annual return | 34.88% | 237.85%-203.0pp | 180.65%-145.8pp | 220.34%-185.5pp |
| Employer contribution / active EE | $959 | $3,939-75.7% | $3,689-74.0% | $4,156-76.9% |
| Participant deferral / active EE | $1,621 | $5,500-70.5% | $5,072-68.0% | $6,407-74.7% |
| Admin fee / account holder | $2,953 | $9,721-69.6% | $8,859-66.7% | $12,270-75.9% |