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 | $20,423 | $58,828-65.3% | $77,999-73.8% | $62,891-67.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.32% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $520 | $1,672-68.9% | $2,470-78.9% | $2,281-77.2% |
| Participant deferral / active EE | $3,597 | $2,686+33.9% | $3,497+2.9% | $3,203+12.3% |
| Admin fee / account holder | $5,640 | $4,393+28.4% | $5,480+2.9% | $4,296+31.3% |