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 | $10,395 | $81,632-87.3% | $70,449-85.2% | $158,922-93.5% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 15.45% | 208.40%-193.0pp | 109.03%-93.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $733 | $3,217-77.2% | $2,737-73.2% | $4,761-84.6% |
| Participant deferral / active EE | $2,568 | $4,554-43.6% | $3,709-30.7% | $5,982-57.1% |
| Admin fee / account holder | $526 | $6,193-91.5% | $3,845-86.3% | $11,246-95.3% |