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 | $12,468 | $80,968-84.6% | $96,544-87.1% | $75,163-83.4% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 15.27% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,357 | $2,282-40.5% | $2,965-54.2% | $2,670-49.2% |
| Participant deferral / active EE | $2,456 | $3,928-37.5% | $4,851-49.4% | $4,125-40.5% |
| Admin fee / account holder | $577 | $6,724-91.4% | $8,252-93.0% | $5,651-89.8% |