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 | $83,179 | $227,396-63.4% | $442,409-81.2% | $116,875-28.8% |
| Participation rate | 89.7% | 85.7%+3.9pp | 88.0%+1.6pp | 74.5%+15.1pp |
| Annual return | 14.43% | 16.35%-1.9pp | 90.53%-76.1pp | 16.29%-1.9pp |
| Employer contribution / active EE | $1,423 | $5,244-72.9% | $7,697-81.5% | $3,288-56.7% |
| Participant deferral / active EE | $7,292 | $7,352-0.8% | $7,555-3.5% | $3,885+87.7% |
| Admin fee / account holder | $17,433 | $16,310+6.9% | $51,603-66.2% | $12,263+42.2% |