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 | $9,219 | $45,035-79.5% | $62,995-85.4% | $70,131-86.9% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 13.00% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $462 | $2,051-77.5% | $2,759-83.3% | $2,342-80.3% |
| Participant deferral / active EE | $1,454 | $2,465-41.0% | $3,329-56.3% | $3,332-56.4% |
| Admin fee / account holder | $1,832 | $2,834-35.4% | $3,600-49.1% | $4,645-60.6% |