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 | $8,822 | $85,766-89.7% | $136,294-93.5% | $70,131-87.4% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 22.60% | 31.45%-8.9pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,426 | $2,966-51.9% | $4,695-69.6% | $2,342-39.1% |
| Participant deferral / active EE | $3,369 | $5,051-33.3% | $6,247-46.1% | $3,332+1.1% |
| Admin fee / account holder | $379 | $5,420-93.0% | $9,243-95.9% | $4,645-91.8% |