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 6-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 | $5,478 | $60,022-90.9% | $88,946-93.8% | $84,808-93.5% |
| Participation rate | 91.3% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 25.35% | 22.43%+2.9pp | 57.82%-32.5pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,681 | $1,703-1.3% | $2,555-34.2% | $2,631-36.1% |
| Participant deferral / active EE | $1,793 | $3,114-42.4% | $4,581-60.9% | $4,212-57.4% |
| Admin fee / account holder | $634 | $4,811-86.8% | $8,261-92.3% | $7,344-91.4% |