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 | $8,992 | $55,706-83.9% | $75,886-88.2% | $72,985-87.7% |
| Participation rate | 74.0% | 61.1%+12.8pp | 69.3%+4.7pp | 69.5%+4.5pp |
| Annual return | 22.18% | 27.59%-5.4pp | 30.76%-8.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $367 | $1,687-78.2% | $2,500-85.3% | $2,440-85.0% |
| Participant deferral / active EE | $1,689 | $2,634-35.9% | $3,603-53.1% | $3,607-53.2% |
| Admin fee / account holder | $2,460 | $3,978-38.2% | $5,418-54.6% | $5,124-52.0% |