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 | $5,370 | $53,127-89.9% | $86,590-93.8% | $70,131-92.3% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 16.76% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $517 | $2,068-75.0% | $2,839-81.8% | $2,342-77.9% |
| Participant deferral / active EE | $2,594 | $2,696-3.8% | $3,609-28.1% | $3,332-22.1% |
| Admin fee / account holder | $1,932 | $3,585-46.1% | $4,906-60.6% | $4,645-58.4% |