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 | $14,528 | $53,777-73.0% | $134,143-89.2% | $79,858-81.8% |
| Participation rate | 98.8% | 58.8%+40.0pp | 72.2%+26.6pp | 69.6%+29.1pp |
| Annual return | 13.26% | 19.01%-5.7pp | 36.33%-23.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $621 | $1,321-53.0% | $3,704-83.2% | $2,471-74.9% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,783 | $3,984-55.2% | $6,684-73.3% | $5,306-66.4% |