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 | $9,300 | $56,277-83.5% | $80,975-88.5% | $62,891-85.2% |
| Participation rate | 95.9% | 69.0%+27.0pp | 75.8%+20.1pp | 69.3%+26.6pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,490 | $1,943+79.6% | $3,714-6.1% | $2,281+53.0% |
| Participant deferral / active EE | $7,304 | $4,195+74.1% | $5,696+28.2% | $3,203+128.0% |
| Admin fee / account holder | $325 | $3,741-91.3% | $5,516-94.1% | $4,296-92.4% |