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 7-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 | $7,095 | $59,839-88.1% | $81,983-91.3% | $79,858-91.1% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.2%+21.3pp | 69.6%+21.0pp |
| Annual return | 24.26% | 17.56%+6.7pp | 41.31%-17.0pp | 31.71%-7.5pp |
| Employer contribution / active EE | $914 | $1,713-46.6% | $2,498-63.4% | $2,471-63.0% |
| Participant deferral / active EE | $2,257 | $2,695-16.2% | $3,722-39.3% | $3,740-39.6% |
| Admin fee / account holder | $544 | $4,287-87.3% | $5,664-90.4% | $5,306-89.8% |