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 | $22,119 | $62,586-64.7% | $76,768-71.2% | $64,186-65.5% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | 6.58% | -1.95%+8.5pp | 2.43%+4.2pp | 7.63%-1.1pp |
| Employer contribution / active EE | $694 | $1,832-62.1% | $2,485-72.1% | $2,381-70.9% |
| Participant deferral / active EE | $2,464 | $3,145-21.6% | $3,852-36.0% | $3,470-29.0% |
| Admin fee / account holder | $9,853 | $4,667+111.1% | $6,675+47.6% | $4,888+101.6% |