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 | $4,430 | $37,426-88.2% | $77,482-94.3% | $79,858-94.5% |
| Participation rate | 95.1% | 41.5%+53.6pp | 54.2%+40.9pp | 69.6%+25.5pp |
| Annual return | 10.74% | 39.70%-29.0pp | 54.79%-44.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $153 | $637-76.0% | $986-84.5% | $2,471-93.8% |
| Participant deferral / active EE | $817 | $1,260-35.2% | $1,861-56.1% | $3,740-78.2% |
| Admin fee / account holder | $432 | $2,504-82.7% | $2,858-84.9% | $5,306-91.9% |