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 5-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 | $7,318 | $118,450-93.8% | $98,439-92.6% | $139,434-94.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 23.41% | 18.94%+4.5pp | 21.16%+2.2pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,504 | $3,609-58.3% | $3,048-50.6% | $4,751-68.3% |
| Participant deferral / active EE | $2,338 | $5,392-56.6% | $4,738-50.6% | $6,710-65.2% |
| Admin fee / account holder | $963 | $14,026-93.1% | $8,948-89.2% | $11,403-91.6% |