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 | $13,751 | $84,233-83.7% | $170,442-91.9% | $70,131-80.4% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 17.67% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,058 | $3,387-68.8% | $5,433-80.5% | $2,342-54.8% |
| Participant deferral / active EE | $1,627 | $3,086-47.3% | $4,939-67.1% | $3,332-51.2% |
| Admin fee / account holder | $417 | $5,698-92.7% | $13,880-97.0% | $4,645-91.0% |