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 | $11,740 | $56,277-79.1% | $80,975-85.5% | $62,891-81.3% |
| Participation rate | 71.9% | 69.0%+2.9pp | 75.8%-3.9pp | 69.3%+2.6pp |
| Annual return | 37.38% | 22.12%+15.3pp | 17.10%+20.3pp | 20.14%+17.2pp |
| Employer contribution / active EE | $1,548 | $1,943-20.3% | $3,714-58.3% | $2,281-32.1% |
| Participant deferral / active EE | $2,874 | $4,195-31.5% | $5,696-49.5% | $3,203-10.3% |
| Admin fee / account holder | $1,614 | $3,741-56.8% | $5,516-70.7% | $4,296-62.4% |