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 | $8,945 | $50,958-82.4% | $74,550-88.0% | $64,186-86.1% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.1%+19.1pp | 69.6%+18.7pp |
| Annual return | 13.22% | -1.86%+15.1pp | 32.53%-19.3pp | 7.63%+5.6pp |
| Employer contribution / active EE | $789 | $1,115-29.2% | $1,961-59.7% | $2,381-66.8% |
| Participant deferral / active EE | $2,266 | $2,301-1.6% | $3,108-27.1% | $3,470-34.7% |
| Admin fee / account holder | $4,131 | $4,223-2.2% | $5,060-18.3% | $4,888-15.5% |