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 | $10,923 | $45,035-75.7% | $62,995-82.7% | $70,131-84.4% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.6pp |
| Annual return | 20.99% | 18.76%+2.2pp | 87.57%-66.6pp | 73.14%-52.1pp |
| Employer contribution / active EE | $773 | $2,051-62.3% | $2,759-72.0% | $2,342-67.0% |
| Participant deferral / active EE | $1,854 | $2,465-24.8% | $3,329-44.3% | $3,332-44.4% |
| Admin fee / account holder | $568 | $2,834-80.0% | $3,600-84.2% | $4,645-87.8% |