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 | $8,303 | $62,573-86.7% | $85,682-90.3% | $85,850-90.3% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.9%+15.9pp | 69.3%+16.4pp |
| Annual return | 16.72% | 23.77%-7.0pp | 21.49%-4.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,209 | $1,757-31.2% | $2,618-53.8% | $2,565-52.9% |
| Participant deferral / active EE | $2,726 | $2,802-2.7% | $3,923-30.5% | $3,952-31.0% |
| Admin fee / account holder | $2,143 | $4,640-53.8% | $6,873-68.8% | $6,260-65.8% |