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 | $48,230-84.4% | $67,502-88.8% | $80,856-90.7% |
| Participation rate | 97.2% | 66.4%+30.9pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 13.29% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $914 | $2,020-54.7% | $2,731-66.5% | $2,755-66.8% |
| Participant deferral / active EE | $2,165 | $2,924-26.0% | $4,000-45.9% | $4,296-49.6% |
| Admin fee / account holder | $1,408 | $3,681-61.7% | $3,998-64.8% | $6,918-79.6% |