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 | $19,123 | $82,032-76.7% | $123,104-84.5% | $59,632-67.9% |
| Participation rate | 91.3% | 83.2%+8.0pp | 86.8%+4.5pp | 68.7%+22.6pp |
| Annual return | 0.69% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,829 | $3,297-14.2% | $5,151-45.1% | $2,203+28.4% |
| Participant deferral / active EE | $3,738 | $4,667-19.9% | $6,230-40.0% | $3,192+17.1% |
| Admin fee / account holder | $4,727 | $5,881-19.6% | $9,015-47.6% | $4,297+10.0% |