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 10-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 | $10,960 | $93,346-88.3% | $71,796-84.7% | $273,961-96.0% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.1%+22.2pp | 83.0%+8.3pp |
| Annual return | 7.63% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $850 | $2,733-68.9% | $1,924-55.8% | $4,869-82.5% |
| Participant deferral / active EE | $1,589 | $3,475-54.3% | $2,794-43.1% | $5,287-70.0% |
| Admin fee / account holder | $2,903 | $6,571-55.8% | $4,815-39.7% | $10,132-71.4% |