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 10-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 | $5,669 | $127,386-95.5% | $115,037-95.1% | $125,391-95.5% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 24.72% | 31.28%-6.6pp | 26.14%-1.4pp | 282.22%-257.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,103 | $6,423-51.7% | $6,026-48.5% | $5,352-42.0% |
| Admin fee / account holder | $1,323 | $9,516-86.1% | $8,175-83.8% | $9,540-86.1% |