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 | $7,072 | $117,983-94.0% | $101,794-93.1% | $142,382-95.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 28.76% | 36.92%-8.2pp | 30.53%-1.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,650 | $2,773-40.5% | $2,289-27.9% | $4,299-61.6% |
| Participant deferral / active EE | $1,650 | $4,714-65.0% | $4,084-59.6% | $6,507-74.6% |
| Admin fee / account holder | $700 | $10,433-93.3% | $8,777-92.0% | $12,624-94.5% |