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 5-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 | $7,544 | $60,892-87.6% | $82,389-90.8% | $84,808-91.1% |
| Participation rate | 80.6% | 63.3%+17.3pp | 69.5%+11.0pp | 68.3%+12.2pp |
| Annual return | 19.28% | 37.29%-18.0pp | 28.67%-9.4pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,055 | $1,779+15.5% | $2,517-18.4% | $2,631-21.9% |
| Participant deferral / active EE | $2,036 | $3,179-36.0% | $4,155-51.0% | $4,212-51.7% |
| Admin fee / account holder | $1,276 | $5,467-76.7% | $7,231-82.3% | $7,344-82.6% |