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 | $6,063 | $95,416-93.6% | $185,823-96.7% | $85,850-92.9% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 21.08% | 23.59%-2.5pp | 122.05%-101.0pp | 318.53%-297.5pp |
| Employer contribution / active EE | $1,637 | $3,314-50.6% | $5,167-68.3% | $2,565-36.2% |
| Participant deferral / active EE | $2,443 | $3,423-28.6% | $5,568-56.1% | $3,952-38.2% |
| Admin fee / account holder | $1,381 | $7,213-80.9% | $16,237-91.5% | $6,260-77.9% |