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 | $9,084 | $80,968-88.8% | $96,544-90.6% | $75,163-87.9% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 26.12% | 27.06%-0.9pp | 25.84%+0.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,462 | $2,282-35.9% | $2,965-50.7% | $2,670-45.2% |
| Participant deferral / active EE | $2,034 | $3,928-48.2% | $4,851-58.1% | $4,125-50.7% |
| Admin fee / account holder | $430 | $6,724-93.6% | $8,252-94.8% | $5,651-92.4% |