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 | $18,984 | $127,065-85.1% | $113,168-83.2% | $142,382-86.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.60% | 24.03%-11.4pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,966 | $3,442-42.9% | $2,975-33.9% | $4,299-54.3% |
| Participant deferral / active EE | $3,596 | $5,716-37.1% | $5,107-29.6% | $6,507-44.7% |
| Admin fee / account holder | $34,502 | $15,736+119.3% | $12,068+185.9% | $12,624+173.3% |