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 | $13,414 | $53,127-74.8% | $86,590-84.5% | $70,131-80.9% |
| Participation rate | 70.5% | 65.3%+5.1pp | 73.5%-3.1pp | 69.5%+0.9pp |
| Annual return | 13.14% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $812 | $2,068-60.7% | $2,839-71.4% | $2,342-65.3% |
| Participant deferral / active EE | $1,741 | $2,696-35.4% | $3,609-51.8% | $3,332-47.7% |
| Admin fee / account holder | $1,514 | $3,585-57.8% | $4,906-69.1% | $4,645-67.4% |