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 | $11,361 | $113,339-90.0% | $94,993-88.0% | $147,584-92.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 20.77%-7.7pp | 27.12%-14.0pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,429 | $3,160-54.8% | $2,603-45.1% | $4,876-70.7% |
| Participant deferral / active EE | $1,823 | $3,777-51.7% | $3,317-45.1% | $5,439-66.5% |
| Admin fee / account holder | $3,001 | $6,063-50.5% | $4,960-39.5% | $10,885-72.4% |