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 | $6,170 | $39,122-84.2% | $57,179-89.2% | $62,891-90.2% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.3pp | 69.3%+27.3pp |
| Annual return | 15.75% | 9.23%+6.5pp | 14.59%+1.2pp | 20.14%-4.4pp |
| Employer contribution / active EE | $488 | $1,874-74.0% | $2,682-81.8% | $2,281-78.6% |
| Participant deferral / active EE | $1,836 | $2,374-22.6% | $3,096-40.7% | $3,203-42.7% |
| Admin fee / account holder | $1,152 | $2,592-55.6% | $3,139-63.3% | $4,296-73.2% |