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 4-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 | $5,672 | $100,773-94.4% | $88,946-93.6% | $142,382-96.0% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.8%+9.4pp | 80.1%-1.9pp |
| Annual return | 57.82% | 70.18%-12.4pp | 57.82%0pp | 217.08%-159.3pp |
| Employer contribution / active EE | $490 | $2,918-83.2% | $2,555-80.8% | $4,299-88.6% |
| Participant deferral / active EE | $3,420 | $5,230-34.6% | $4,581-25.3% | $6,507-47.4% |
| Admin fee / account holder | $3,784 | $9,693-61.0% | $8,261-54.2% | $12,624-70.0% |