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 | $7,948 | $81,248-90.2% | $155,509-94.9% | $80,856-90.2% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 13.09% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $900 | $3,100-71.0% | $4,672-80.7% | $2,755-67.3% |
| Participant deferral / active EE | $2,009 | $3,452-41.8% | $5,626-64.3% | $4,296-53.2% |
| Admin fee / account holder | $860 | $7,997-89.2% | $15,912-94.6% | $6,918-87.6% |