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 | $12,401 | $79,944-84.5% | $98,439-87.4% | $75,163-83.5% |
| Participation rate | 97.1% | 70.4%+26.8pp | 75.2%+22.0pp | 67.2%+30.0pp |
| Annual return | 16.05% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,551 | $2,264-31.5% | $3,048-49.1% | $2,670-41.9% |
| Participant deferral / active EE | $2,172 | $3,752-42.1% | $4,738-54.2% | $4,125-47.3% |
| Admin fee / account holder | $3,757 | $6,840-45.1% | $8,948-58.0% | $5,651-33.5% |