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 | $6,898 | $57,016-87.9% | $84,966-91.9% | $80,856-91.5% |
| Participation rate | 87.3% | 56.3%+30.9pp | 67.5%+19.8pp | 67.6%+19.6pp |
| Annual return | 13.34% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $978 | $1,798-45.6% | $2,727-64.1% | $2,755-64.5% |
| Participant deferral / active EE | $1,747 | $3,110-43.8% | $4,519-61.3% | $4,296-59.3% |
| Admin fee / account holder | $657 | $4,980-86.8% | $6,149-89.3% | $6,918-90.5% |