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 | $8,949 | $99,341-91.0% | $84,750-89.4% | $273,961-96.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.89% | 22.93%-13.0pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,251 | $4,214-70.3% | $3,574-65.0% | $4,869-74.3% |
| Participant deferral / active EE | $1,886 | $4,269-55.8% | $3,712-49.2% | $5,287-64.3% |
| Admin fee / account holder | $2,804 | $6,644-57.8% | $5,332-47.4% | $10,132-72.3% |