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 | $8,821 | $77,899-88.7% | $149,673-94.1% | $75,163-88.3% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 25.86% | 31.72%-5.9pp | 134.42%-108.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $850 | $3,137-72.9% | $4,818-82.4% | $2,670-68.2% |
| Participant deferral / active EE | $1,794 | $3,411-47.4% | $5,680-68.4% | $4,125-56.5% |
| Admin fee / account holder | $2,250 | $5,956-62.2% | $13,210-83.0% | $5,651-60.2% |