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 | $4,531 | $68,719-93.4% | $91,541-95.1% | $84,808-94.7% |
| Participation rate | 83.9% | 64.5%+19.4pp | 69.8%+14.1pp | 68.3%+15.6pp |
| Annual return | 26.27% | 19.12%+7.2pp | 20.50%+5.8pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,070 | $1,920-44.3% | $2,505-57.3% | $2,631-59.3% |
| Participant deferral / active EE | $1,201 | $3,136-61.7% | $4,008-70.0% | $4,212-71.5% |
| Admin fee / account holder | $303 | $5,786-94.8% | $6,956-95.6% | $7,344-95.9% |