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 | $10,358 | $135,952-92.4% | $123,892-91.6% | $273,961-96.2% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $946 | $5,170-81.7% | $4,617-79.5% | $4,869-80.6% |
| Participant deferral / active EE | $2,107 | $6,343-66.8% | $5,984-64.8% | $5,287-60.1% |
| Admin fee / account holder | $2,584 | $9,817-73.7% | $8,357-69.1% | $10,132-74.5% |