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 | $16,586 | $54,380-69.5% | $68,509-75.8% | $59,632-72.2% |
| Participation rate | 88.2% | 70.2%+18.0pp | 74.7%+13.5pp | 68.7%+19.6pp |
| Annual return | 0.09% | 2.83%-2.7pp | 8.27%-8.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,143 | $1,539-25.7% | $2,278-49.8% | $2,203-48.1% |
| Participant deferral / active EE | $2,078 | $2,643-21.4% | $3,382-38.6% | $3,192-34.9% |
| Admin fee / account holder | $1,968 | $3,885-49.3% | $5,275-62.7% | $4,297-54.2% |