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 | $8,586 | $45,035-80.9% | $62,995-86.4% | $70,131-87.8% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 12.87% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,284 | $2,465-47.9% | $3,329-61.4% | $3,332-61.5% |
| Admin fee / account holder | $765 | $2,834-73.0% | $3,600-78.8% | $4,645-83.5% |