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 | $26,581 | $87,841-69.7% | $133,980-80.2% | $62,891-57.7% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 12.50% | 12.05%+0.4pp | 29.30%-16.8pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,371 | $3,483-31.9% | $5,211-54.5% | $2,281+3.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,786 | $5,371-29.5% | $9,324-59.4% | $4,296-11.9% |