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 3-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 | $5,015 | $60,892-91.8% | $82,389-93.9% | $84,808-94.1% |
| Participation rate | 87.1% | 63.3%+23.8pp | 69.5%+17.5pp | 68.3%+18.7pp |
| Annual return | 21.65% | 37.29%-15.6pp | 28.67%-7.0pp | 40.90%-19.2pp |
| Employer contribution / active EE | $658 | $1,779-63.0% | $2,517-73.8% | $2,631-75.0% |
| Participant deferral / active EE | $1,514 | $3,179-52.4% | $4,155-63.6% | $4,212-64.1% |
| Admin fee / account holder | $1,122 | $5,467-79.5% | $7,231-84.5% | $7,344-84.7% |