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 | $10,261 | $43,327-76.3% | $59,878-82.9% | $64,186-84.0% |
| Participation rate | 94.4% | 69.2%+25.3pp | 74.7%+19.7pp | 69.6%+24.9pp |
| Annual return | 8.38% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.8pp |
| Employer contribution / active EE | $869 | $2,028-57.1% | $2,722-68.1% | $2,381-63.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $354 | $3,005-88.2% | $3,590-90.1% | $4,888-92.8% |