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 | $5,101 | $127,065-96.0% | $113,168-95.5% | $142,382-96.4% |
| Participation rate | 78.3% | 79.2%-0.9pp | 76.6%+1.7pp | 80.1%-1.9pp |
| Annual return | 15.93% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,229 | $5,716-61.0% | $5,107-56.4% | $6,507-65.8% |
| Admin fee / account holder | $6,714 | $15,736-57.3% | $12,068-44.4% | $12,624-46.8% |