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 | $7,649 | $68,719-88.9% | $91,541-91.6% | $84,808-91.0% |
| Participation rate | 96.7% | 64.5%+32.2pp | 69.8%+26.9pp | 68.3%+28.4pp |
| Annual return | 19.69% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,003 | $1,920-47.8% | $2,505-60.0% | $2,631-61.9% |
| Participant deferral / active EE | $1,337 | $3,136-57.4% | $4,008-66.6% | $4,212-68.3% |
| Admin fee / account holder | $484 | $5,786-91.6% | $6,956-93.0% | $7,344-93.4% |