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 | $5,759 | $77,813-92.6% | $123,544-95.3% | $64,186-91.0% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | 24.07% | 12.48%+11.6pp | 119.20%-95.1pp | 7.63%+16.4pp |
| Employer contribution / active EE | $694 | $3,014-77.0% | $4,628-85.0% | $2,381-70.9% |
| Participant deferral / active EE | $2,454 | $5,240-53.2% | $6,426-61.8% | $3,470-29.3% |
| Admin fee / account holder | $2,131 | $5,519-61.4% | $9,284-77.1% | $4,888-56.4% |