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 | $13,534 | $87,013-84.4% | $106,213-87.3% | $80,856-83.3% |
| Participation rate | 98.1% | 70.4%+27.7pp | 75.3%+22.9pp | 67.6%+30.5pp |
| Annual return | 11.39% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,545 | $2,395-35.5% | $3,171-51.3% | $2,755-43.9% |
| Participant deferral / active EE | $2,139 | $3,986-46.3% | $5,016-57.4% | $4,296-50.2% |
| Admin fee / account holder | $6,608 | $8,431-21.6% | $11,033-40.1% | $6,918-4.5% |