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 | $7,541 | $48,277-84.4% | $67,511-88.8% | $80,874-90.7% |
| Participation rate | 97.2% | 66.4%+30.8pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 13.29% | 18.27%-5.0pp | 3517.41%-3504.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $914 | $2,021-54.8% | $2,733-66.5% | $2,756-66.8% |
| Participant deferral / active EE | $2,165 | $2,926-26.0% | $4,000-45.9% | $4,297-49.6% |
| Admin fee / account holder | $1,408 | $3,687-61.8% | $3,999-64.8% | $6,935-79.7% |