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 | $15,884 | $87,013-81.7% | $106,213-85.0% | $80,856-80.4% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.6%+25.0pp |
| Annual return | 11.65% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,111 | $2,395-53.6% | $3,171-65.0% | $2,755-59.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,021 | $8,431-87.9% | $11,033-90.7% | $6,918-85.2% |