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 | $21,835 | $85,766-74.5% | $136,294-84.0% | $70,131-68.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 20.43% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $894 | $2,966-69.9% | $4,695-81.0% | $2,342-61.8% |
| Participant deferral / active EE | $5,137 | $5,051+1.7% | $6,247-17.8% | $3,332+54.2% |
| Admin fee / account holder | $1,549 | $5,420-71.4% | $9,243-83.2% | $4,645-66.7% |