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 3-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 | $6,363 | $60,022-89.4% | $88,946-92.8% | $84,808-92.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 21.88% | 22.43%-0.5pp | 57.82%-35.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,909 | $1,703+12.1% | $2,555-25.3% | $2,631-27.5% |
| Participant deferral / active EE | $4,114 | $3,114+32.1% | $4,581-10.2% | $4,212-2.3% |
| Admin fee / account holder | $1,610 | $4,811-66.5% | $8,261-80.5% | $7,344-78.1% |