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 | $4,736 | $57,590-91.8% | $86,233-94.5% | $82,448-94.3% |
| Participation rate | 81.3% | 57.9%+23.4pp | 69.0%+12.2pp | 68.1%+13.2pp |
| Annual return | 13.85% | 22.41%-8.6pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $432 | $1,655-73.9% | $2,504-82.7% | $2,551-83.0% |
| Participant deferral / active EE | $1,203 | $3,080-60.9% | $4,559-73.6% | $4,139-70.9% |
| Admin fee / account holder | $6,928 | $4,730+46.5% | $8,342-16.9% | $7,234-4.2% |