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 4-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 | $6,398 | $48,795-86.9% | $65,493-90.2% | $84,808-92.5% |
| Participation rate | 78.4% | 67.0%+11.4pp | 73.1%+5.3pp | 68.3%+10.1pp |
| Annual return | 18.10% | 20.20%-2.1pp | 982.45%-964.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $524 | $1,930-72.8% | $2,574-79.6% | $2,631-80.1% |
| Participant deferral / active EE | $1,057 | $2,928-63.9% | $3,961-73.3% | $4,212-74.9% |
| Admin fee / account holder | $455 | $3,877-88.3% | $5,028-91.0% | $7,344-93.8% |