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 | $13,648 | $53,127-74.3% | $86,590-84.2% | $70,131-80.5% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 14.11% | 27.66%-13.6pp | 964.84%-950.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $681 | $2,068-67.1% | $2,839-76.0% | $2,342-70.9% |
| Participant deferral / active EE | $2,095 | $2,696-22.3% | $3,609-42.0% | $3,332-37.1% |
| Admin fee / account holder | $439 | $3,585-87.7% | $4,906-91.0% | $4,645-90.5% |