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 | $4,918 | $52,580-90.6% | $71,671-93.1% | $70,131-93.0% |
| Participation rate | 96.8% | 60.9%+35.9pp | 68.7%+28.0pp | 69.5%+27.2pp |
| Annual return | 16.22% | 20.25%-4.0pp | 20.65%-4.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $500 | $1,616-69.1% | $2,460-79.7% | $2,342-78.7% |
| Participant deferral / active EE | $1,105 | $2,386-53.7% | $3,438-67.9% | $3,332-66.8% |
| Admin fee / account holder | $337 | $3,653-90.8% | $5,558-93.9% | $4,645-92.7% |