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 | $11,068 | $64,348-82.8% | $90,160-87.7% | $70,131-84.2% |
| Participation rate | 89.3% | 70.4%+18.8pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 69.30% | 28.13%+41.2pp | 34.88%+34.4pp | 73.14%-3.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,059 | $4,389+106.4% | $5,288+71.3% | $3,332+171.9% |
| Admin fee / account holder | $2,566 | $3,944-34.9% | $5,943-56.8% | $4,645-44.8% |