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 | $8,498 | $85,202-90.0% | $172,739-95.1% | $72,985-88.4% |
| Participation rate | 84.7% | 70.1%+14.7pp | 82.6%+2.1pp | 69.5%+15.3pp |
| Annual return | 23.27% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $633 | $3,324-80.9% | $5,143-87.7% | $2,440-74.0% |
| Participant deferral / active EE | $1,277 | $3,260-60.8% | $5,198-75.4% | $3,607-64.6% |
| Admin fee / account holder | $1,500 | $5,884-74.5% | $13,954-89.3% | $5,124-70.7% |