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 | $7,388 | $64,480-88.5% | $81,382-90.9% | $80,856-90.9% |
| Participation rate | 84.4% | 63.9%+20.5pp | 69.5%+14.9pp | 67.6%+16.7pp |
| Annual return | 11.48% | 16.34%-4.9pp | 24.73%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,897 | $3,094-38.7% | $3,883-51.1% | $4,296-55.8% |
| Admin fee / account holder | $406 | $5,671-92.8% | $5,768-93.0% | $6,918-94.1% |