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 | $3,059 | $96,956-96.8% | $70,014-95.6% | $273,961-98.9% |
| Participation rate | 90.9% | 77.1%+13.8pp | 71.8%+19.1pp | 83.0%+7.9pp |
| Annual return | 8.17% | 12.93%-4.8pp | 12.99%-4.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,742 | $3,316-47.5% | $2,338-25.5% | $4,869-64.2% |
| Participant deferral / active EE | $1,540 | $3,744-58.9% | $2,931-47.5% | $5,287-70.9% |
| Admin fee / account holder | $788 | $7,934-90.1% | $4,380-82.0% | $10,132-92.2% |