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 | $5,574 | $53,127-89.5% | $86,590-93.6% | $70,131-92.1% |
| Participation rate | 94.0% | 65.3%+28.7pp | 73.5%+20.5pp | 69.5%+24.5pp |
| Annual return | 24.04% | 27.66%-3.6pp | 964.84%-940.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $755 | $2,068-63.5% | $2,839-73.4% | $2,342-67.8% |
| Participant deferral / active EE | $1,551 | $2,696-42.5% | $3,609-57.0% | $3,332-53.5% |
| Admin fee / account holder | $377 | $3,585-89.5% | $4,906-92.3% | $4,645-91.9% |