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 5-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 | $7,220 | $71,050-89.8% | $93,606-92.3% | $80,856-91.1% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $508 | $1,564-67.5% | $2,420-79.0% | $2,755-81.6% |
| Participant deferral / active EE | $1,649 | $4,034-59.1% | $4,411-62.6% | $4,296-61.6% |
| Admin fee / account holder | $885 | $6,945-87.3% | $8,285-89.3% | $6,918-87.2% |