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 | $6,524 | $117,983-94.5% | $101,794-93.6% | $142,382-95.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,632 | $2,773-41.1% | $2,289-28.7% | $4,299-62.0% |
| Participant deferral / active EE | $1,632 | $4,714-65.4% | $4,084-60.0% | $6,507-74.9% |
| Admin fee / account holder | $1,379 | $10,433-86.8% | $8,777-84.3% | $12,624-89.1% |