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 4-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 | $11,305 | $101,724-88.9% | $164,813-93.1% | $80,856-86.0% |
| Participation rate | 77.3% | 71.8%+5.5pp | 78.6%-1.3pp | 67.6%+9.7pp |
| Annual return | 12.28% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,244 | $2,953-57.9% | $4,341-71.3% | $2,755-54.8% |
| Participant deferral / active EE | $2,406 | $4,477-46.3% | $6,031-60.1% | $4,296-44.0% |
| Admin fee / account holder | $771 | $8,227-90.6% | $12,690-93.9% | $6,918-88.9% |