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 | $11,017 | $54,762-79.9% | $90,281-87.8% | $72,985-84.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.69% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $401 | $2,092-80.8% | $2,854-85.9% | $2,440-83.6% |
| Participant deferral / active EE | $1,289 | $2,887-55.3% | $3,885-66.8% | $3,607-64.3% |
| Admin fee / account holder | $681 | $3,972-82.9% | $5,351-87.3% | $5,124-86.7% |