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 | $13,596 | $84,233-83.9% | $170,442-92.0% | $70,131-80.6% |
| Participation rate | 70.3% | 70.8%-0.6pp | 83.6%-13.3pp | 69.5%+0.7pp |
| Annual return | 16.89% | 23.06%-6.2pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $563 | $3,387-83.4% | $5,433-89.6% | $2,342-76.0% |
| Participant deferral / active EE | $1,016 | $3,086-67.1% | $4,939-79.4% | $3,332-69.5% |
| Admin fee / account holder | $1,412 | $5,698-75.2% | $13,880-89.8% | $4,645-69.6% |