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 8-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 | $5,309 | $54,762-90.3% | $90,281-94.1% | $72,985-92.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.36% | 30.63%-5.3pp | 78.10%-52.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,030 | $2,092-50.8% | $2,854-63.9% | $2,440-57.8% |
| Participant deferral / active EE | $887 | $2,887-69.3% | $3,885-77.2% | $3,607-75.4% |
| Admin fee / account holder | $555 | $3,972-86.0% | $5,351-89.6% | $5,124-89.2% |