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 | $10,633 | $54,762-80.6% | $90,281-88.2% | $72,985-85.4% |
| Participation rate | 86.2% | 65.1%+21.1pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | 22.97% | 30.63%-7.7pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $939 | $2,092-55.1% | $2,854-67.1% | $2,440-61.5% |
| Participant deferral / active EE | $2,403 | $2,887-16.8% | $3,885-38.2% | $3,607-33.4% |
| Admin fee / account holder | $661 | $3,972-83.4% | $5,351-87.6% | $5,124-87.1% |