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 | $6,985 | $101,724-93.1% | $164,813-95.8% | $80,856-91.4% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 13.89% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,773 | $2,953-40.0% | $4,341-59.1% | $2,755-35.6% |
| Participant deferral / active EE | $2,428 | $4,477-45.8% | $6,031-59.7% | $4,296-43.5% |
| Admin fee / account holder | $1,420 | $8,227-82.7% | $12,690-88.8% | $6,918-79.5% |