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 | $14,547 | $45,566-68.1% | $64,105-77.3% | $59,632-75.6% |
| Participation rate | 78.6% | 60.2%+18.4pp | 68.2%+10.4pp | 68.7%+9.9pp |
| Annual return | 3.51% | 4.95%-1.4pp | 791.24%-787.7pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $1,006 | $934+7.6% | $1,820-44.7% | $2,203-54.3% |
| Participant deferral / active EE | $2,159 | $2,057+5.0% | $2,822-23.5% | $3,192-32.4% |
| Admin fee / account holder | $1,075 | $3,268-67.1% | $4,499-76.1% | $4,297-75.0% |