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 | $9,706 | $84,233-88.5% | $170,442-94.3% | $70,131-86.2% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 14.33% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $676 | $3,387-80.0% | $5,433-87.6% | $2,342-71.1% |
| Participant deferral / active EE | $1,552 | $3,086-49.7% | $4,939-68.6% | $3,332-53.4% |
| Admin fee / account holder | $795 | $5,698-86.0% | $13,880-94.3% | $4,645-82.9% |