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 | $13,328 | $53,412-75.0% | $68,509-80.5% | $52,331-74.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 3.82% | 3.42%+0.4pp | 8.27%-4.4pp | 4.54%-0.7pp |
| Employer contribution / active EE | $345 | $1,607-78.5% | $2,278-84.9% | $1,882-81.7% |
| Participant deferral / active EE | $1,970 | $2,688-26.7% | $3,382-41.8% | $3,022-34.8% |
| Admin fee / account holder | $643 | $461+39.6% | $5,275-87.8% | $592+8.8% |