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 | $17,120 | $52,836-67.6% | $105,738-83.8% | $64,186-73.3% |
| Participation rate | 79.7% | 66.5%+13.1pp | 76.3%+3.4pp | 69.6%+10.1pp |
| Annual return | -3.91% | 14.30%-18.2pp | 6.27%-10.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,442 | $2,545-43.4% | $4,080-64.7% | $3,470-58.4% |
| Admin fee / account holder | $378 | $3,959-90.5% | $6,913-94.5% | $4,888-92.3% |