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 | $17,656 | $53,777-67.2% | $134,143-86.8% | $79,858-77.9% |
| Participation rate | 93.8% | 58.8%+35.0pp | 72.2%+21.6pp | 69.6%+24.1pp |
| Annual return | 34.01% | 19.01%+15.0pp | 36.33%-2.3pp | 31.71%+2.3pp |
| Employer contribution / active EE | $1,759 | $1,321+33.1% | $3,704-52.5% | $2,471-28.8% |
| Participant deferral / active EE | $2,769 | $2,420+14.4% | $3,499-20.9% | $3,740-26.0% |
| Admin fee / account holder | $315 | $3,984-92.1% | $6,684-95.3% | $5,306-94.1% |