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 | $4,247 | $112,729-96.2% | $98,716-95.7% | $137,256-96.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 21.37% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $857 | $2,725-68.6% | $2,279-62.4% | $4,156-79.4% |
| Participant deferral / active EE | $1,467 | $4,640-68.4% | $4,048-63.8% | $6,407-77.1% |
| Admin fee / account holder | $1,438 | $10,129-85.8% | $8,703-83.5% | $12,270-88.3% |