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 3-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 | $10,089 | $73,787-86.3% | $98,716-89.8% | $82,448-87.8% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.3%+15.3pp | 68.1%+16.5pp |
| Annual return | 59.49% | 18.57%+40.9pp | 31.81%+27.7pp | 41.64%+17.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,310 | $3,081+7.4% | $4,048-18.2% | $4,139-20.0% |
| Admin fee / account holder | $1,115 | $6,500-82.8% | $8,703-87.2% | $7,234-84.6% |