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 | $3,880 | $43,075-91.0% | $74,583-94.8% | $62,891-93.8% |
| Participation rate | 70.1% | 58.1%+12.1pp | 68.1%+2.0pp | 69.3%+0.8pp |
| Annual return | 10.78% | 17.50%-6.7pp | 20.47%-9.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $282 | $1,498-81.2% | $2,525-88.8% | $2,281-87.6% |
| Participant deferral / active EE | $1,799 | $2,389-24.7% | $3,458-48.0% | $3,203-43.8% |
| Admin fee / account holder | $975 | $2,840-65.7% | $4,138-76.4% | $4,296-77.3% |