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 | $8,051 | $56,110-85.7% | $94,993-91.5% | $70,131-88.5% |
| Participation rate | 77.4% | 65.0%+12.4pp | 73.9%+3.5pp | 69.5%+7.9pp |
| Annual return | 22.96% | 51.02%-28.1pp | 27.12%-4.2pp | 73.14%-50.2pp |
| Employer contribution / active EE | $796 | $1,442-44.8% | $2,603-69.4% | $2,342-66.0% |
| Participant deferral / active EE | $1,111 | $2,391-53.6% | $3,317-66.5% | $3,332-66.7% |
| Admin fee / account holder | $1,519 | $3,456-56.1% | $4,960-69.4% | $4,645-67.3% |