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 | $14,882 | $62,672-76.3% | $185,117-92.0% | $70,131-78.8% |
| Participation rate | 97.4% | 63.8%+33.7pp | 77.3%+20.2pp | 69.5%+27.9pp |
| Annual return | 34.84% | 40.79%-5.9pp | 40.50%-5.7pp | 73.14%-38.3pp |
| Employer contribution / active EE | $3,380 | $1,753+92.8% | $4,182-19.2% | $2,342+44.3% |
| Participant deferral / active EE | $7,144 | $3,272+118.4% | $5,045+41.6% | $3,332+114.4% |
| Admin fee / account holder | $1,901 | $3,932-51.6% | $8,159-76.7% | $4,645-59.1% |