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 | $9,064 | $105,630-91.4% | $87,507-89.6% | $273,961-96.7% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | 13.41% | 12.25%+1.2pp | 12.21%+1.2pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,493 | $3,141-52.5% | $2,550-41.5% | $4,869-69.3% |
| Participant deferral / active EE | $3,310 | $3,601-8.1% | $3,149+5.1% | $5,287-37.4% |
| Admin fee / account holder | $393 | $4,781-91.8% | $4,221-90.7% | $10,132-96.1% |