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 | $11,963 | $58,828-79.7% | $77,999-84.7% | $62,891-81.0% |
| Participation rate | 72.7% | 71.1%+1.7pp | 75.5%-2.8pp | 69.3%+3.4pp |
| Annual return | 5.56% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,143 | $1,672-31.6% | $2,470-53.7% | $2,281-49.9% |
| Participant deferral / active EE | $2,414 | $2,686-10.1% | $3,497-31.0% | $3,203-24.6% |
| Admin fee / account holder | $387 | $4,393-91.2% | $5,480-92.9% | $4,296-91.0% |