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 | $17,491 | $60,349-71.0% | $74,183-76.4% | $62,891-72.2% |
| Participation rate | 87.2% | 72.7%+14.5pp | 76.6%+10.6pp | 69.3%+17.9pp |
| Annual return | 7.33% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $942 | $1,680-43.9% | $2,370-60.3% | $2,281-58.7% |
| Participant deferral / active EE | $2,415 | $2,856-15.4% | $3,550-32.0% | $3,203-24.6% |
| Admin fee / account holder | $8,763 | $4,261+105.7% | $5,586+56.9% | $4,296+104.0% |