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 | $11,358 | $84,233-86.5% | $170,442-93.3% | $70,131-83.8% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 17.21% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $785 | $3,387-76.8% | $5,433-85.6% | $2,342-66.5% |
| Participant deferral / active EE | $968 | $3,086-68.6% | $4,939-80.4% | $3,332-71.0% |
| Admin fee / account holder | $514 | $5,698-91.0% | $13,880-96.3% | $4,645-88.9% |