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 8-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 | $5,029 | $71,050-92.9% | $93,606-94.6% | $80,856-93.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.93% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,170 | $1,564-25.2% | $2,420-51.7% | $2,755-57.5% |
| Participant deferral / active EE | $2,209 | $4,034-45.2% | $4,411-49.9% | $4,296-48.6% |
| Admin fee / account holder | $1,922 | $6,945-72.3% | $8,285-76.8% | $6,918-72.2% |