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 | $7,581 | $52,580-85.6% | $71,671-89.4% | $70,131-89.2% |
| Participation rate | 82.5% | 60.9%+21.6pp | 68.7%+13.8pp | 69.5%+13.0pp |
| Annual return | 14.18% | 20.25%-6.1pp | 20.65%-6.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,332 | $2,386-44.2% | $3,438-61.3% | $3,332-60.0% |
| Admin fee / account holder | $2,442 | $3,653-33.1% | $5,558-56.1% | $4,645-47.4% |