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 | $6,079 | $57,057-89.3% | $85,009-92.8% | $80,874-92.5% |
| Participation rate | 70.2% | 56.4%+13.9pp | 67.5%+2.7pp | 67.6%+2.6pp |
| Annual return | 13.34% | 21.66%-8.3pp | 66.47%-53.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $676 | $1,799-62.4% | $2,728-75.2% | $2,756-75.5% |
| Participant deferral / active EE | $1,069 | $3,112-65.7% | $4,522-76.4% | $4,297-75.1% |
| Admin fee / account holder | $667 | $4,986-86.6% | $6,153-89.2% | $6,935-90.4% |