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 | $7,562 | $94,625-92.0% | $116,228-93.5% | $84,808-91.1% |
| Participation rate | 71.8% | 70.4%+1.3pp | 74.6%-2.8pp | 68.3%+3.5pp |
| Annual return | 16.49% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,198 | $3,972-44.7% | $4,953-55.6% | $4,212-47.8% |
| Admin fee / account holder | $1,075 | $10,091-89.4% | $11,989-91.0% | $7,344-85.4% |