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 | $21,208 | $78,422-73.0% | $95,952-77.9% | $79,858-73.4% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 18.02% | 19.37%-1.3pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,211 | $1,945+13.7% | $2,541-13.0% | $2,471-10.5% |
| Participant deferral / active EE | $7,606 | $3,440+121.1% | $4,167+82.5% | $3,740+103.4% |
| Admin fee / account holder | $4,257 | $5,622-24.3% | $6,795-37.4% | $5,306-19.8% |