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 | $5,559 | $52,279-89.4% | $89,391-93.8% | $79,858-93.0% |
| Participation rate | 76.9% | 57.5%+19.4pp | 68.0%+8.9pp | 69.6%+7.3pp |
| Annual return | 22.32% | 22.16%+0.2pp | 245.62%-223.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,230 | $1,572+41.9% | $2,586-13.7% | $2,471-9.7% |
| Participant deferral / active EE | $1,057 | $2,740-61.4% | $3,890-72.8% | $3,740-71.7% |
| Admin fee / account holder | $1,074 | $3,356-68.0% | $4,881-78.0% | $5,306-79.8% |