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 | $3,511 | $32,037-89.0% | $69,182-94.9% | $62,891-94.4% |
| Participation rate | 87.5% | 43.4%+44.1pp | 55.1%+32.4pp | 69.3%+18.2pp |
| Annual return | 8.38% | 15.16%-6.8pp | -21.93%+30.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $230 | $679-66.2% | $1,206-81.0% | $2,281-89.9% |
| Participant deferral / active EE | $847 | $1,185-28.5% | $1,897-55.3% | $3,203-73.5% |
| Admin fee / account holder | $441 | $2,608-83.1% | $2,697-83.6% | $4,296-89.7% |