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 | $11,077 | $52,580-78.9% | $71,671-84.5% | $70,131-84.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.63% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $527 | $1,616-67.4% | $2,460-78.6% | $2,342-77.5% |
| Participant deferral / active EE | $1,979 | $2,386-17.1% | $3,438-42.4% | $3,332-40.6% |
| Admin fee / account holder | $387 | $3,653-89.4% | $5,558-93.0% | $4,645-91.7% |