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 | $17,471 | $56,897-69.3% | $84,750-79.4% | $62,891-72.2% |
| Participation rate | 81.2% | 68.5%+12.6pp | 76.6%+4.6pp | 69.3%+11.9pp |
| Annual return | 5.45% | 6.30%-0.9pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,160 | $2,709-57.2% | $3,712-68.7% | $3,203-63.8% |
| Admin fee / account holder | $5,984 | $3,581+67.1% | $5,332+12.2% | $4,296+39.3% |