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 6-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 | $5,750 | $95,561-94.0% | $77,163-92.5% | $139,434-95.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.87% | 54.92%-37.1pp | 37.87%-20.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,608 | $3,147-48.9% | $2,535-36.6% | $4,751-66.1% |
| Participant deferral / active EE | $2,630 | $4,624-43.1% | $3,833-31.4% | $6,710-60.8% |
| Admin fee / account holder | $3,291 | $8,295-60.3% | $5,472-39.9% | $11,403-71.1% |