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 | $13,439 | $72,177-81.4% | $115,037-88.3% | $59,632-77.5% |
| Participation rate | 91.5% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | 13.99% | 12.02%+2.0pp | 26.14%-12.2pp | 2041.28%-2027.3pp |
| Employer contribution / active EE | $3,783 | $2,841+33.2% | $4,608-17.9% | $2,203+71.8% |
| Participant deferral / active EE | $3,518 | $4,783-26.4% | $6,026-41.6% | $3,192+10.2% |
| Admin fee / account holder | $757 | $4,927-84.6% | $8,175-90.7% | $4,297-82.4% |