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 | $5,916 | $167,484-96.5% | $151,611-96.1% | $134,475-95.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 14.90% | 7.80%+7.1pp | 3.33%+11.6pp | 417.96%-403.1pp |
| Employer contribution / active EE | $2,597 | $6,829-62.0% | $6,166-57.9% | $4,740-45.2% |
| Participant deferral / active EE | $3,245 | $8,986-63.9% | $8,363-61.2% | $6,400-49.3% |
| Admin fee / account holder | $797 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |