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 | $23,280 | $58,828-60.4% | $77,999-70.2% | $62,891-63.0% |
| Participation rate | 96.7% | 71.1%+25.6pp | 75.5%+21.1pp | 69.3%+27.4pp |
| Annual return | 10.54% | 17.16%-6.6pp | 425.96%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,638 | $1,672-2.0% | $2,470-33.7% | $2,281-28.2% |
| Participant deferral / active EE | $2,694 | $2,686+0.3% | $3,497-22.9% | $3,203-15.9% |
| Admin fee / account holder | $510 | $4,393-88.4% | $5,480-90.7% | $4,296-88.1% |