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 | $14,678 | $79,557-81.5% | $118,746-87.6% | $70,131-79.1% |
| Participation rate | 90.3% | 71.4%+19.0pp | 78.3%+12.0pp | 69.5%+20.8pp |
| Annual return | 25.18% | 25.64%-0.5pp | 24.54%+0.6pp | 73.14%-48.0pp |
| Employer contribution / active EE | $2,189 | $2,861-23.5% | $4,193-47.8% | $2,342-6.6% |
| Participant deferral / active EE | $3,465 | $4,089-15.3% | $5,332-35.0% | $3,332+4.0% |
| Admin fee / account holder | $1,741 | $5,374-67.6% | $10,720-83.8% | $4,645-62.5% |