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 | $10,868 | $65,365-83.4% | $92,893-88.3% | $72,985-85.1% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 91.13% | 42.10%+49.0pp | 109.41%-18.3pp | 81.00%+10.1pp |
| Employer contribution / active EE | $1,725 | $2,594-33.5% | $3,653-52.8% | $2,440-29.3% |
| Participant deferral / active EE | $2,812 | $3,128-10.1% | $4,236-33.6% | $3,607-22.0% |
| Admin fee / account holder | $1,727 | $4,251-59.4% | $5,794-70.2% | $5,124-66.3% |