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 | $17,662 | $65,365-73.0% | $92,893-81.0% | $72,985-75.8% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 27.58% | 42.10%-14.5pp | 109.41%-81.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,805 | $2,594-30.4% | $3,653-50.6% | $2,440-26.0% |
| Participant deferral / active EE | $4,910 | $3,128+56.9% | $4,236+15.9% | $3,607+36.1% |
| Admin fee / account holder | $444 | $4,251-89.5% | $5,794-92.3% | $5,124-91.3% |