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 | $20,980 | $56,199-62.7% | $67,652-69.0% | $59,632-64.8% |
| Participation rate | 91.2% | 71.5%+19.7pp | 75.7%+15.5pp | 68.7%+22.5pp |
| Annual return | 2.89% | 18505.31%-18502.4pp | 6625.04%-6622.1pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,014 | $1,614-37.2% | $2,266-55.2% | $2,203-54.0% |
| Participant deferral / active EE | $1,410 | $2,844-50.4% | $3,560-60.4% | $3,192-55.8% |
| Admin fee / account holder | $1,853 | $3,958-53.2% | $4,821-61.6% | $4,297-56.9% |