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 | $2,984 | $60,892-95.1% | $82,389-96.4% | $84,808-96.5% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 22.62% | 37.29%-14.7pp | 28.67%-6.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $776 | $1,779-56.4% | $2,517-69.2% | $2,631-70.5% |
| Participant deferral / active EE | $1,408 | $3,179-55.7% | $4,155-66.1% | $4,212-66.6% |
| Admin fee / account holder | $613 | $5,467-88.8% | $7,231-91.5% | $7,344-91.7% |