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 | $20,561 | $165,335-87.6% | $149,696-86.3% | $158,922-87.1% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 13.51% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,297 | $5,103-74.6% | $4,644-72.1% | $4,761-72.8% |
| Participant deferral / active EE | $3,644 | $7,181-49.3% | $6,842-46.7% | $5,982-39.1% |
| Admin fee / account holder | $8,758 | $10,807-19.0% | $9,309-5.9% | $11,246-22.1% |