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 | $9,025 | $47,944-81.2% | $67,834-86.7% | $62,891-85.7% |
| Participation rate | 73.5% | 61.1%+12.5pp | 68.8%+4.7pp | 69.3%+4.2pp |
| Annual return | 11.35% | 11.77%-0.4pp | 138.47%-127.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,783 | $1,562+14.1% | $2,403-25.8% | $2,281-21.8% |
| Participant deferral / active EE | $2,398 | $2,247+6.7% | $3,160-24.1% | $3,203-25.1% |
| Admin fee / account holder | $1,375 | $3,712-62.9% | $4,622-70.2% | $4,296-68.0% |