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 | $13,782 | $95,803-85.6% | $113,168-87.8% | $84,808-83.7% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 15.24% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $976 | $2,360-58.6% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $2,230 | $4,242-47.4% | $5,107-56.3% | $4,212-47.1% |
| Admin fee / account holder | $3,446 | $8,989-61.7% | $12,068-71.4% | $7,344-53.1% |