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 | $11,491 | $79,449-85.5% | $189,557-93.9% | $85,850-86.6% |
| Participation rate | 73.8% | 66.0%+7.8pp | 78.4%-4.6pp | 69.3%+4.5pp |
| Annual return | 15.13% | 18.45%-3.3pp | 64.17%-49.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $528 | $2,081-74.6% | $4,412-88.0% | $2,565-79.4% |
| Participant deferral / active EE | $2,343 | $4,051-42.2% | $6,174-62.0% | $3,952-40.7% |
| Admin fee / account holder | $452 | $5,377-91.6% | $9,807-95.4% | $6,260-92.8% |