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 | $26,391 | $78,705-66.5% | $117,854-77.6% | $70,131-62.4% |
| Participation rate | 81.1% | 73.2%+7.9pp | 79.7%+1.4pp | 69.5%+11.6pp |
| Annual return | 17.17% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $938 | $2,223-57.8% | $3,786-75.2% | $2,342-60.0% |
| Participant deferral / active EE | $2,369 | $3,297-28.1% | $4,482-47.1% | $3,332-28.9% |
| Admin fee / account holder | $1,068 | $5,065-78.9% | $8,020-86.7% | $4,645-77.0% |