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 | $6,694 | $64,839-89.7% | $95,585-93.0% | $84,808-92.1% |
| Participation rate | 84.6% | 63.8%+20.8pp | 72.1%+12.5pp | 68.3%+16.3pp |
| Annual return | 20.80% | -670.96%+691.8pp | 38.56%-17.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $958 | $1,759-45.5% | $2,527-62.1% | $2,631-63.6% |
| Participant deferral / active EE | $1,653 | $2,965-44.3% | $4,023-58.9% | $4,212-60.8% |
| Admin fee / account holder | $628 | $5,964-89.5% | $6,127-89.7% | $7,344-91.4% |