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 7-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 | $9,356 | $104,664-91.1% | $85,682-89.1% | $167,490-94.4% |
| Participation rate | 72.2% | 76.4%-4.1pp | 69.9%+2.4pp | 82.1%-9.9pp |
| Annual return | 12.12% | 21.45%-9.3pp | 21.49%-9.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $922 | $3,337-72.4% | $2,618-64.8% | $4,837-80.9% |
| Participant deferral / active EE | $1,565 | $4,824-67.6% | $3,923-60.1% | $6,341-75.3% |
| Admin fee / account holder | $738 | $10,032-92.6% | $6,873-89.3% | $12,309-94.0% |