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 | $16,966 | $78,422-78.4% | $95,952-82.3% | $79,858-78.8% |
| Participation rate | 85.5% | 73.5%+12.0pp | 77.1%+8.4pp | 69.6%+15.8pp |
| Annual return | 13.20% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $719 | $1,945-63.0% | $2,541-71.7% | $2,471-70.9% |
| Participant deferral / active EE | $2,707 | $3,440-21.3% | $4,167-35.0% | $3,740-27.6% |
| Admin fee / account holder | $2,087 | $5,622-62.9% | $6,795-69.3% | $5,306-60.7% |