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 | $7,143 | $45,073-84.2% | $69,455-89.7% | $72,985-90.2% |
| Participation rate | 90.3% | 68.5%+21.8pp | 74.6%+15.7pp | 69.5%+20.8pp |
| Annual return | 21.56% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $553 | $2,054-73.1% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $1,716 | $2,602-34.1% | $3,535-51.5% | $3,607-52.4% |
| Admin fee / account holder | $670 | $3,056-78.1% | $3,839-82.5% | $5,124-86.9% |