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 | $13,423 | $99,341-86.5% | $84,750-84.2% | $273,961-95.1% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.11% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $988 | $4,214-76.5% | $3,574-72.4% | $4,869-79.7% |
| Participant deferral / active EE | $6,928 | $4,269+62.3% | $3,712+86.6% | $5,287+31.0% |
| Admin fee / account holder | $2,358 | $6,644-64.5% | $5,332-55.8% | $10,132-76.7% |