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 | $12,974 | $77,634-83.3% | $156,549-91.7% | $62,891-79.4% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 15.80% | 50.32%-34.5pp | 32.23%-16.4pp | 20.14%-4.3pp |
| Employer contribution / active EE | $629 | $3,444-81.7% | $5,501-88.6% | $2,281-72.4% |
| Participant deferral / active EE | $2,036 | $3,045-33.2% | $4,871-58.2% | $3,203-36.4% |
| Admin fee / account holder | $1,738 | $5,561-68.7% | $13,027-86.7% | $4,296-59.5% |