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 | $8,681 | $149,679-94.2% | $117,039-92.6% | $147,584-94.1% |
| Participation rate | 86.4% | 83.5%+2.9pp | 77.2%+9.2pp | 82.8%+3.5pp |
| Annual return | 23.58% | 19.31%+4.3pp | 18.95%+4.6pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,880 | $4,937-61.9% | $3,785-50.3% | $4,876-61.5% |
| Participant deferral / active EE | $2,454 | $4,912-50.0% | $3,929-37.6% | $5,439-54.9% |
| Admin fee / account holder | $405 | $7,856-94.9% | $5,974-93.2% | $10,885-96.3% |