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 | $9,293 | $84,233-89.0% | $170,442-94.5% | $70,131-86.7% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 22.55% | 23.06%-0.5pp | 205.93%-183.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $560 | $3,387-83.5% | $5,433-89.7% | $2,342-76.1% |
| Participant deferral / active EE | $1,526 | $3,086-50.5% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $3,608 | $5,698-36.7% | $13,880-74.0% | $4,645-22.3% |