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 | $25,833 | $69,977-63.1% | $108,579-76.2% | $62,891-58.9% |
| Participation rate | 73.3% | 72.9%+0.4pp | 79.6%-6.2pp | 69.3%+4.0pp |
| Annual return | 35.04% | 10.73%+24.3pp | -51.70%+86.7pp | 20.14%+14.9pp |
| Employer contribution / active EE | $1,049 | $2,135-50.9% | $3,758-72.1% | $2,281-54.0% |
| Participant deferral / active EE | $4,112 | $3,165+29.9% | $4,311-4.6% | $3,203+28.4% |
| Admin fee / account holder | $924 | $5,076-81.8% | $7,645-87.9% | $4,296-78.5% |