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 | $20,586 | $162,781-87.4% | $133,956-84.6% | $158,922-87.0% |
| Participation rate | 87.0% | 83.2%+3.7pp | 79.8%+7.1pp | 82.0%+5.0pp |
| Annual return | 10.62% | 41.94%-31.3pp | 45.09%-34.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $984 | $4,975-80.2% | $3,919-74.9% | $4,761-79.3% |
| Participant deferral / active EE | $3,281 | $5,911-44.5% | $5,048-35.0% | $5,982-45.2% |
| Admin fee / account holder | $2,039 | $11,736-82.6% | $8,927-77.2% | $11,246-81.9% |