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 | $7,446 | $96,956-92.3% | $70,014-89.4% | $273,961-97.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 6.27% | 12.93%-6.7pp | 12.99%-6.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $567 | $3,316-82.9% | $2,338-75.8% | $4,869-88.4% |
| Participant deferral / active EE | $2,698 | $3,744-27.9% | $2,931-7.9% | $5,287-49.0% |
| Admin fee / account holder | $4,192 | $7,934-47.2% | $4,380-4.3% | $10,132-58.6% |