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 | $15,056 | $82,032-81.6% | $123,104-87.8% | $59,632-74.8% |
| Participation rate | 78.1% | 83.2%-5.1pp | 86.8%-8.7pp | 68.7%+9.5pp |
| Annual return | 2.54% | 5.12%-2.6pp | 13.22%-10.7pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $2,378 | $3,297-27.9% | $5,151-53.8% | $2,203+7.9% |
| Participant deferral / active EE | $4,210 | $4,667-9.8% | $6,230-32.4% | $3,192+31.9% |
| Admin fee / account holder | $1,795 | $5,881-69.5% | $9,015-80.1% | $4,297-58.2% |