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 | $15,120 | $52,406-71.1% | $129,207-88.3% | $74,495-79.7% |
| Participation rate | 97.4% | 53.8%+43.6pp | 69.6%+27.8pp | 67.2%+30.2pp |
| Annual return | 13.49% | 15.66%-2.2pp | 9417.33%-9403.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,669 | $1,531+9.1% | $4,153-59.8% | $2,623-36.4% |
| Participant deferral / active EE | $2,481 | $2,794-11.2% | $4,168-40.5% | $4,346-42.9% |
| Admin fee / account holder | $2,914 | $2,633+10.7% | $7,715-62.2% | $1,942+50.1% |