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 6-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 | $6,781 | $87,733-92.3% | $106,548-93.6% | $85,850-92.1% |
| Participation rate | 92.9% | 71.9%+20.9pp | 76.1%+16.7pp | 69.3%+23.5pp |
| Annual return | 14.37% | 21.86%-7.5pp | 26.80%-12.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,961 | $2,073-5.4% | $2,819-30.4% | $2,565-23.6% |
| Participant deferral / active EE | $3,248 | $3,469-6.4% | $4,398-26.1% | $3,952-17.8% |
| Admin fee / account holder | $591 | $6,767-91.3% | $7,407-92.0% | $6,260-90.6% |