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 | $12,307 | $84,233-85.4% | $170,442-92.8% | $70,131-82.5% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,923 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $791 | $5,698-86.1% | $13,880-94.3% | $4,645-83.0% |