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 3-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 | $9,938 | $109,881-91.0% | $150,045-93.4% | $84,808-88.3% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 24.93% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,154 | $6,636-22.3% | $7,997-35.6% | $4,212+22.4% |
| Admin fee / account holder | $2,955 | $8,568-65.5% | $13,435-78.0% | $7,344-59.8% |