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 | $12,853 | $63,764-79.8% | $81,930-84.3% | $79,858-83.9% |
| Participation rate | 86.8% | 67.5%+19.3pp | 72.0%+14.8pp | 69.6%+17.2pp |
| Annual return | 12.07% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,086 | $1,795-39.5% | $4,310-74.8% | $2,471-56.1% |
| Participant deferral / active EE | $4,583 | $2,780+64.8% | $7,107-35.5% | $3,740+22.5% |
| Admin fee / account holder | $10,599 | $4,426+139.4% | $5,158+105.5% | $5,306+99.7% |