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 | $18,509 | $65,041-71.5% | $90,951-79.6% | $79,858-76.8% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 16.11% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $653 | $1,247-47.6% | $2,122-69.2% | $2,471-73.6% |
| Participant deferral / active EE | $3,424 | $2,512+36.3% | $3,373+1.5% | $3,740-8.4% |
| Admin fee / account holder | $3,830 | $4,536-15.6% | $5,959-35.7% | $5,306-27.8% |