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 5-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 | $12,335 | $74,927-83.5% | $101,794-87.9% | $84,808-85.5% |
| Participation rate | 82.2% | 61.4%+20.8pp | 69.2%+13.0pp | 68.3%+13.9pp |
| Annual return | 19.81% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $879 | $1,522-42.2% | $2,289-61.6% | $2,631-66.6% |
| Participant deferral / active EE | $4,226 | $3,099+36.4% | $4,084+3.5% | $4,212+0.3% |
| Admin fee / account holder | $1,240 | $6,514-81.0% | $8,777-85.9% | $7,344-83.1% |