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 | $8,493 | $59,101-85.6% | $77,163-89.0% | $75,163-88.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 24.05% | 26.71%-2.7pp | 37.87%-13.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $698 | $1,995-65.0% | $2,535-72.5% | $2,670-73.9% |
| Participant deferral / active EE | $3,494 | $2,999+16.5% | $3,833-8.8% | $4,125-15.3% |
| Admin fee / account holder | $488 | $4,774-89.8% | $5,472-91.1% | $5,651-91.4% |