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 | $7,657 | $48,076-84.1% | $78,689-90.3% | $62,891-87.8% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 6.51% | 31.35%-24.8pp | 62.18%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,814 | $2,015-10.0% | $2,851-36.4% | $2,281-20.5% |
| Participant deferral / active EE | $1,183 | $2,588-54.3% | $3,517-66.4% | $3,203-63.1% |
| Admin fee / account holder | $765 | $3,207-76.1% | $4,510-83.0% | $4,296-82.2% |