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 | $10,955 | $57,828-81.1% | $117,039-90.6% | $70,131-84.4% |
| Participation rate | 87.1% | 67.1%+20.0pp | 77.2%+9.9pp | 69.5%+17.6pp |
| Annual return | 23.59% | 17.55%+6.0pp | 18.95%+4.6pp | 73.14%-49.5pp |
| Employer contribution / active EE | $5,261 | $1,816+189.7% | $3,785+39.0% | $2,342+124.6% |
| Participant deferral / active EE | $2,773 | $2,438+13.8% | $3,929-29.4% | $3,332-16.8% |
| Admin fee / account holder | $921 | $3,548-74.0% | $5,974-84.6% | $4,645-80.2% |