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 | $5,255 | $93,071-94.4% | $74,583-93.0% | $273,961-98.1% |
| Participation rate | 84.6% | 74.9%+9.7pp | 68.1%+16.5pp | 83.0%+1.6pp |
| Annual return | 7.73% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $736 | $3,160-76.7% | $2,525-70.8% | $4,869-84.9% |
| Participant deferral / active EE | $1,473 | $4,160-64.6% | $3,458-57.4% | $5,287-72.1% |
| Admin fee / account holder | $1,981 | $5,272-62.4% | $4,138-52.1% | $10,132-80.4% |