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 | $6,650 | $80,968-91.8% | $96,544-93.1% | $75,163-91.2% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 14.79% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,356 | $2,282-40.6% | $2,965-54.2% | $2,670-49.2% |
| Participant deferral / active EE | $1,933 | $3,928-50.8% | $4,851-60.1% | $4,125-53.1% |
| Admin fee / account holder | $3,853 | $6,724-42.7% | $8,252-53.3% | $5,651-31.8% |