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 | $17,391 | $87,013-80.0% | $106,213-83.6% | $80,856-78.5% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.6%+25.5pp |
| Annual return | 11.55% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $876 | $2,395-63.4% | $3,171-72.4% | $2,755-68.2% |
| Participant deferral / active EE | $2,129 | $3,986-46.6% | $5,016-57.6% | $4,296-50.4% |
| Admin fee / account holder | $4,798 | $8,431-43.1% | $11,033-56.5% | $6,918-30.6% |