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 | $8,443 | $99,079-91.5% | $77,999-89.2% | $273,961-96.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.32% | 217.93%-211.6pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $972 | $3,308-70.6% | $2,470-60.7% | $4,869-80.0% |
| Participant deferral / active EE | $1,596 | $4,306-62.9% | $3,497-54.3% | $5,287-69.8% |
| Admin fee / account holder | $821 | $8,954-90.8% | $5,480-85.0% | $10,132-91.9% |