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 | $13,479 | $96,956-86.1% | $70,014-80.7% | $273,961-95.1% |
| Participation rate | 95.8% | 77.1%+18.8pp | 71.8%+24.0pp | 83.0%+12.8pp |
| Annual return | 7.05% | 12.93%-5.9pp | 12.99%-5.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $654 | $3,316-80.3% | $2,338-72.0% | $4,869-86.6% |
| Participant deferral / active EE | $841 | $3,744-77.6% | $2,931-71.3% | $5,287-84.1% |
| Admin fee / account holder | $728 | $7,934-90.8% | $4,380-83.4% | $10,132-92.8% |