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 | $12,164 | $84,233-85.6% | $170,442-92.9% | $70,131-82.7% |
| Participation rate | 86.2% | 70.8%+15.3pp | 83.6%+2.6pp | 69.5%+16.6pp |
| Annual return | 16.93% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,455 | $3,387-57.0% | $5,433-73.2% | $2,342-37.9% |
| Participant deferral / active EE | $1,797 | $3,086-41.8% | $4,939-63.6% | $3,332-46.1% |
| Admin fee / account holder | $483 | $5,698-91.5% | $13,880-96.5% | $4,645-89.6% |