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 | $13,618 | $73,787-81.5% | $98,716-86.2% | $82,448-83.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 27.99% | 18.57%+9.4pp | 31.81%-3.8pp | 41.64%-13.7pp |
| Employer contribution / active EE | $1,358 | $1,511-10.2% | $2,279-40.4% | $2,551-46.8% |
| Participant deferral / active EE | $4,543 | $3,081+47.4% | $4,048+12.2% | $4,139+9.8% |
| Admin fee / account holder | $661 | $6,500-89.8% | $8,703-92.4% | $7,234-90.9% |