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 | $6,034 | $90,503-93.3% | $78,689-92.3% | $273,961-97.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 36.62% | 75.60%-39.0pp | 62.18%-25.6pp | 41.45%-4.8pp |
| Employer contribution / active EE | $1,006 | $3,176-68.3% | $2,851-64.7% | $4,869-79.3% |
| Participant deferral / active EE | $1,194 | $3,901-69.4% | $3,517-66.1% | $5,287-77.4% |
| Admin fee / account holder | $447 | $5,263-91.5% | $4,510-90.1% | $10,132-95.6% |