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 5-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 | $4,157 | $59,101-93.0% | $77,163-94.6% | $75,163-94.5% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 24.48% | 26.71%-2.2pp | 37.87%-13.4pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,273 | $1,995-36.2% | $2,535-49.8% | $2,670-52.3% |
| Participant deferral / active EE | $1,198 | $2,999-60.1% | $3,833-68.8% | $4,125-71.0% |
| Admin fee / account holder | $834 | $4,774-82.5% | $5,472-84.8% | $5,651-85.2% |