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 | $9,367 | $104,251-91.0% | $91,001-89.7% | $147,584-93.7% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 26.83% | 27.06%-0.2pp | 4.60%+22.2pp | 578.55%-551.7pp |
| Employer contribution / active EE | $1,727 | $3,116-44.6% | $2,456-29.7% | $4,876-64.6% |
| Participant deferral / active EE | $2,982 | $4,195-28.9% | $3,547-15.9% | $5,439-45.2% |
| Admin fee / account holder | $384 | $8,948-95.7% | $5,417-92.9% | $10,885-96.5% |