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 | $10,519 | $71,050-85.2% | $93,606-88.8% | $80,856-87.0% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.6pp |
| Annual return | 17.83% | 11.26%+6.6pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $943 | $1,564-39.7% | $2,420-61.0% | $2,755-65.8% |
| Participant deferral / active EE | $1,972 | $4,034-51.1% | $4,411-55.3% | $4,296-54.1% |
| Admin fee / account holder | $4,443 | $6,945-36.0% | $8,285-46.4% | $6,918-35.8% |