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 | $13,491 | $46,869-71.2% | $122,332-89.0% | $70,131-80.8% |
| Participation rate | 98.7% | 58.2%+40.5pp | 71.6%+27.1pp | 69.5%+29.1pp |
| Annual return | 18.98% | 24.22%-5.2pp | 30.27%-11.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,748 | $1,288+113.4% | $4,050-32.2% | $2,342+17.3% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $439 | $3,322-86.8% | $5,478-92.0% | $4,645-90.5% |