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 | $6,060 | $48,795-87.6% | $65,493-90.7% | $84,808-92.9% |
| Participation rate | 91.1% | 67.0%+24.1pp | 73.1%+18.0pp | 68.3%+22.8pp |
| Annual return | 22.52% | 20.20%+2.3pp | 982.45%-959.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,300 | $1,930-32.6% | $2,574-49.5% | $2,631-50.6% |
| Participant deferral / active EE | $1,693 | $2,928-42.2% | $3,961-57.3% | $4,212-59.8% |
| Admin fee / account holder | $2,127 | $3,877-45.1% | $5,028-57.7% | $7,344-71.0% |