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 | $6,963 | $73,787-90.6% | $98,716-92.9% | $82,448-91.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 27.23% | 18.57%+8.7pp | 31.81%-4.6pp | 41.64%-14.4pp |
| Employer contribution / active EE | $1,405 | $1,511-7.0% | $2,279-38.3% | $2,551-44.9% |
| Participant deferral / active EE | $3,054 | $3,081-0.9% | $4,048-24.6% | $4,139-26.2% |
| Admin fee / account holder | $770 | $6,500-88.2% | $8,703-91.2% | $7,234-89.4% |