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 | $5,398 | $94,338-94.3% | $100,534-94.6% | $142,382-96.2% |
| Participation rate | 91.7% | 81.7%+9.9pp | 80.6%+11.1pp | 80.1%+11.5pp |
| Annual return | 19.61% | 29.20%-9.6pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,652 | $4,237-37.4% | $4,346-39.0% | $4,299-38.3% |
| Participant deferral / active EE | $3,176 | $5,934-46.5% | $6,144-48.3% | $6,507-51.2% |
| Admin fee / account holder | $3,813 | $8,421-54.7% | $7,654-50.2% | $12,624-69.8% |