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 | $10,723 | $121,625-91.2% | $104,607-89.7% | $158,922-93.3% |
| Participation rate | 95.2% | 77.5%+17.7pp | 74.1%+21.2pp | 82.0%+13.3pp |
| Annual return | 23.41% | 465.26%-441.8pp | 340.46%-317.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,390 | $3,163-56.0% | $2,681-48.1% | $4,761-70.8% |
| Participant deferral / active EE | $3,950 | $4,177-5.4% | $3,740+5.6% | $5,982-34.0% |
| Admin fee / account holder | $1,522 | $7,787-80.5% | $6,473-76.5% | $11,246-86.5% |