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 | $7,305 | $98,750-92.6% | $149,696-95.1% | $79,858-90.9% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 20.78% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,766 | $3,216-45.1% | $4,644-62.0% | $2,471-28.5% |
| Participant deferral / active EE | $3,448 | $5,680-39.3% | $6,842-49.6% | $3,740-7.8% |
| Admin fee / account holder | $539 | $6,053-91.1% | $9,309-94.2% | $5,306-89.9% |