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 | $13,594 | $64,348-78.9% | $90,160-84.9% | $70,131-80.6% |
| Participation rate | 97.4% | 70.4%+26.9pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 64.03% | 28.13%+35.9pp | 34.88%+29.1pp | 73.14%-9.1pp |
| Employer contribution / active EE | $2,031 | $2,046-0.7% | $3,318-38.8% | $2,342-13.3% |
| Participant deferral / active EE | $4,531 | $4,389+3.2% | $5,288-14.3% | $3,332+36.0% |
| Admin fee / account holder | $776 | $3,944-80.3% | $5,943-86.9% | $4,645-83.3% |