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 | $11,592 | $77,813-85.1% | $123,544-90.6% | $64,186-81.9% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,566 | $3,014-14.9% | $4,628-44.6% | $2,381+7.8% |
| Participant deferral / active EE | $6,397 | $5,240+22.1% | $6,426-0.4% | $3,470+84.4% |
| Admin fee / account holder | $2,671 | $5,519-51.6% | $9,284-71.2% | $4,888-45.4% |