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 | $11,130 | $63,346-82.4% | $92,233-87.9% | $70,131-84.1% |
| Participation rate | 82.1% | 68.7%+13.4pp | 76.5%+5.6pp | 69.5%+12.5pp |
| Annual return | 15.23% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $653 | $2,471-73.6% | $3,679-82.2% | $2,342-72.1% |
| Participant deferral / active EE | $2,168 | $2,854-24.0% | $3,897-44.4% | $3,332-34.9% |
| Admin fee / account holder | $3,798 | $3,840-1.1% | $5,194-26.9% | $4,645-18.2% |