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 | $9,792 | $109,327-91.0% | $89,391-89.0% | $158,922-93.8% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 20.05% | 345.68%-325.6pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,004 | $3,170-68.3% | $2,586-61.2% | $4,761-78.9% |
| Participant deferral / active EE | $1,881 | $4,598-59.1% | $3,890-51.6% | $5,982-68.6% |
| Admin fee / account holder | $765 | $6,153-87.6% | $4,881-84.3% | $11,246-93.2% |