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 | $13,654 | $60,349-77.4% | $74,183-81.6% | $62,891-78.3% |
| Participation rate | 83.9% | 72.7%+11.1pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 7.65% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $769 | $1,680-54.3% | $2,370-67.6% | $2,281-66.3% |
| Participant deferral / active EE | $1,791 | $2,856-37.3% | $3,550-49.5% | $3,203-44.1% |
| Admin fee / account holder | $1,999 | $4,261-53.1% | $5,586-64.2% | $4,296-53.5% |