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 | $8,705 | $86,929-90.0% | $102,423-91.5% | $80,856-89.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 12.01% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,349 | $2,369-43.0% | $3,023-55.4% | $2,755-51.0% |
| Participant deferral / active EE | $2,392 | $4,118-41.9% | $5,053-52.7% | $4,296-44.3% |
| Admin fee / account holder | $2,699 | $8,049-66.5% | $9,451-71.4% | $6,918-61.0% |