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 | $23,700 | $181,894-87.0% | $156,549-84.9% | $273,961-91.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 69.82% | 30.74%+39.1pp | 32.23%+37.6pp | 41.45%+28.4pp |
| Employer contribution / active EE | $3,130 | $6,248-49.9% | $5,501-43.1% | $4,869-35.7% |
| Participant deferral / active EE | $7,665 | $5,550+38.1% | $4,871+57.4% | $5,287+45.0% |
| Admin fee / account holder | $2,754 | $15,559-82.3% | $13,027-78.9% | $10,132-72.8% |