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 | $11,280 | $58,523-80.7% | $99,443-88.7% | $72,985-84.5% |
| Participation rate | 80.4% | 64.6%+15.8pp | 73.8%+6.6pp | 69.5%+10.9pp |
| Annual return | 20.57% | 28.51%-7.9pp | 30.72%-10.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $668 | $1,512-55.8% | $2,540-73.7% | $2,440-72.6% |
| Participant deferral / active EE | $1,361 | $2,606-47.8% | $3,619-62.4% | $3,607-62.3% |
| Admin fee / account holder | $2,072 | $4,102-49.5% | $6,250-66.8% | $5,124-59.6% |