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 | $9,253 | $63,346-85.4% | $92,233-90.0% | $70,131-86.8% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 15.08% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $891 | $2,471-64.0% | $3,679-75.8% | $2,342-62.0% |
| Participant deferral / active EE | $2,063 | $2,854-27.7% | $3,897-47.0% | $3,332-38.1% |
| Admin fee / account holder | $1,903 | $3,840-50.5% | $5,194-63.4% | $4,645-59.0% |