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 | $9,688 | $63,764-84.8% | $81,930-88.2% | $79,858-87.9% |
| Participation rate | 80.0% | 67.5%+12.5pp | 72.0%+8.0pp | 69.6%+10.4pp |
| Annual return | 13.91% | 22.66%-8.8pp | 29.49%-15.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,340 | $2,780+20.1% | $7,107-53.0% | $3,740-10.7% |
| Admin fee / account holder | $2,312 | $4,426-47.8% | $5,158-55.2% | $5,306-56.4% |