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 | $8,823 | $63,346-86.1% | $92,233-90.4% | $70,131-87.4% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 13.37% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,564 | $2,471+44.2% | $3,679-3.1% | $2,342+52.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,167 | $3,840-69.6% | $5,194-77.5% | $4,645-74.9% |