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 | $4,422 | $54,541-91.9% | $78,778-94.4% | $70,131-93.7% |
| Participation rate | 89.7% | 60.8%+28.9pp | 69.2%+20.5pp | 69.5%+20.1pp |
| Annual return | 20.47% | 21.07%-0.6pp | 35.62%-15.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $838 | $1,089-23.0% | $1,986-57.8% | $2,342-64.2% |
| Participant deferral / active EE | $1,308 | $2,210-40.8% | $2,958-55.8% | $3,332-60.8% |
| Admin fee / account holder | $345 | $3,709-90.7% | $5,134-93.3% | $4,645-92.6% |