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 | $8,601 | $106,515-91.9% | $96,683-91.1% | $139,434-93.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 23.82% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,460 | $4,103-64.4% | $3,737-60.9% | $4,751-69.3% |
| Participant deferral / active EE | $2,064 | $5,454-62.2% | $4,878-57.7% | $6,710-69.2% |
| Admin fee / account holder | $2,099 | $7,877-73.4% | $6,730-68.8% | $11,403-81.6% |