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 | $8,639 | $39,122-77.9% | $57,179-84.9% | $62,891-86.3% |
| Participation rate | 86.1% | 70.5%+15.6pp | 75.3%+10.8pp | 69.3%+16.8pp |
| Annual return | 8.53% | 9.23%-0.7pp | 14.59%-6.1pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,756 | $1,874+47.0% | $2,682+2.7% | $2,281+20.8% |
| Participant deferral / active EE | $2,671 | $2,374+12.5% | $3,096-13.7% | $3,203-16.6% |
| Admin fee / account holder | $473 | $2,592-81.7% | $3,139-84.9% | $4,296-89.0% |