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 | $21,083 | $80,968-74.0% | $96,544-78.2% | $75,163-72.0% |
| Participation rate | 97.8% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.6pp |
| Annual return | 15.76% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $652 | $2,282-71.4% | $2,965-78.0% | $2,670-75.6% |
| Participant deferral / active EE | $2,778 | $3,928-29.3% | $4,851-42.7% | $4,125-32.7% |
| Admin fee / account holder | $1,976 | $6,724-70.6% | $8,252-76.1% | $5,651-65.0% |