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 5-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 | $7,874 | $97,744-91.9% | $103,476-92.4% | $145,922-94.6% |
| Participation rate | 76.9% | 81.1%-4.2pp | 80.5%-3.6pp | 80.3%-3.4pp |
| Annual return | 21.91% | 25.41%-3.5pp | 23.90%-2.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,789 | $4,677-61.7% | $4,672-61.7% | $4,660-61.6% |
| Participant deferral / active EE | $4,049 | $6,603-38.7% | $6,623-38.9% | $6,688-39.5% |
| Admin fee / account holder | $539 | $12,515-95.7% | $9,413-94.3% | $13,397-96.0% |