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 | $9,587 | $81,460-88.2% | $103,333-90.7% | $80,856-88.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 11.25% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,493 | $3,869-35.6% | $5,057-50.7% | $4,296-42.0% |
| Admin fee / account holder | $708 | $6,566-89.2% | $8,355-91.5% | $6,918-89.8% |