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 | $9,704 | $84,233-88.5% | $170,442-94.3% | $70,131-86.2% |
| Participation rate | 91.2% | 70.8%+20.4pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 12.40% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,907 | $3,387-14.2% | $5,433-46.5% | $2,342+24.1% |
| Participant deferral / active EE | $1,553 | $3,086-49.7% | $4,939-68.6% | $3,332-53.4% |
| Admin fee / account holder | $626 | $5,698-89.0% | $13,880-95.5% | $4,645-86.5% |