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 8-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 | $10,978 | $65,365-83.2% | $92,893-88.2% | $72,985-85.0% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 44.03% | 42.10%+1.9pp | 109.41%-65.4pp | 81.00%-37.0pp |
| Employer contribution / active EE | $1,797 | $2,594-30.7% | $3,653-50.8% | $2,440-26.3% |
| Participant deferral / active EE | $4,249 | $3,128+35.8% | $4,236+0.3% | $3,607+17.8% |
| Admin fee / account holder | $347 | $4,251-91.8% | $5,794-94.0% | $5,124-93.2% |