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 6-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 | $6,371 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 20.61% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,244 | $2,761-54.9% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $2,454 | $3,303-25.7% | $5,540-55.7% | $4,212-41.7% |
| Admin fee / account holder | $1,185 | $6,746-82.4% | $14,329-91.7% | $7,344-83.9% |