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 8-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 | $6,543 | $58,851-88.9% | $115,157-94.3% | $72,985-91.0% |
| Participation rate | 90.0% | 65.5%+24.5pp | 75.9%+14.1pp | 69.5%+20.5pp |
| Annual return | 33.18% | 23.16%+10.0pp | 35.60%-2.4pp | 81.00%-47.8pp |
| Employer contribution / active EE | $1,328 | $1,798-26.1% | $3,179-58.2% | $2,440-45.6% |
| Participant deferral / active EE | $2,642 | $2,6430% | $4,168-36.6% | $3,607-26.7% |
| Admin fee / account holder | $864 | $6,370-86.4% | $7,088-87.8% | $5,124-83.1% |