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 | $8,727 | $65,685-86.7% | $57,179-84.7% | $273,961-96.8% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 6.51% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,138 | $3,279-65.3% | $2,682-57.6% | $4,869-76.6% |
| Participant deferral / active EE | $1,337 | $3,782-64.6% | $3,096-56.8% | $5,287-74.7% |
| Admin fee / account holder | $335 | $4,835-93.1% | $3,139-89.3% | $10,132-96.7% |