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 | $6,885 | $46,553-85.2% | $64,056-89.3% | $75,163-90.8% |
| Participation rate | 75.0% | 65.9%+9.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 13.17% | 26.03%-12.9pp | 33.69%-20.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,443 | $1,974-26.9% | $2,747-47.5% | $2,670-46.0% |
| Participant deferral / active EE | $1,959 | $2,837-30.9% | $3,880-49.5% | $4,125-52.5% |
| Admin fee / account holder | $1,294 | $2,952-56.2% | $3,068-57.8% | $5,651-77.1% |