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 | $15,001 | $71,050-78.9% | $93,606-84.0% | $80,856-81.4% |
| Participation rate | 82.0% | 60.4%+21.6pp | 68.7%+13.2pp | 67.6%+14.3pp |
| Annual return | 34.99% | 11.26%+23.7pp | 133.20%-98.2pp | 35.59%-0.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,269 | $4,034+5.8% | $4,411-3.2% | $4,296-0.6% |
| Admin fee / account holder | $2,107 | $6,945-69.7% | $8,285-74.6% | $6,918-69.5% |