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 | $6,757 | $56,277-88.0% | $80,975-91.7% | $62,891-89.3% |
| Participation rate | 91.2% | 69.0%+22.2pp | 75.8%+15.4pp | 69.3%+21.9pp |
| Annual return | 14.20% | 22.12%-7.9pp | 17.10%-2.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $768 | $1,943-60.5% | $3,714-79.3% | $2,281-66.4% |
| Participant deferral / active EE | $3,462 | $4,195-17.5% | $5,696-39.2% | $3,203+8.1% |
| Admin fee / account holder | $717 | $3,741-80.8% | $5,516-87.0% | $4,296-83.3% |