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 | $7,925 | $77,899-89.8% | $149,673-94.7% | $75,163-89.5% |
| Participation rate | 82.0% | 65.6%+16.4pp | 78.8%+3.2pp | 67.2%+14.8pp |
| Annual return | 18.43% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $804 | $3,137-74.4% | $4,818-83.3% | $2,670-69.9% |
| Participant deferral / active EE | $1,217 | $3,411-64.3% | $5,680-78.6% | $4,125-70.5% |
| Admin fee / account holder | $1,156 | $5,956-80.6% | $13,210-91.2% | $5,651-79.5% |