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 6-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 | $3,070 | $76,407-96.0% | $150,298-98.0% | $82,448-96.3% |
| Participation rate | 70.5% | 66.4%+4.1pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 14.63% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,083 | $3,214-66.3% | $5,453-80.1% | $4,139-73.8% |
| Admin fee / account holder | $1,403 | $6,352-77.9% | $14,116-90.1% | $7,234-80.6% |