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 | $11,505 | $45,035-74.5% | $62,995-81.7% | $70,131-83.6% |
| Participation rate | 86.8% | 69.5%+17.3pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 11.37% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,062 | $2,051-48.2% | $2,759-61.5% | $2,342-54.7% |
| Participant deferral / active EE | $1,030 | $2,465-58.2% | $3,329-69.1% | $3,332-69.1% |
| Admin fee / account holder | $2,521 | $2,834-11.1% | $3,600-30.0% | $4,645-45.7% |