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 | $12,458 | $78,672-84.2% | $109,143-88.6% | $85,850-85.5% |
| Participation rate | 88.1% | 68.3%+19.9pp | 75.9%+12.3pp | 69.3%+18.8pp |
| Annual return | 12.16% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $960 | $2,735-64.9% | $3,722-74.2% | $2,565-62.6% |
| Participant deferral / active EE | $1,860 | $3,467-46.4% | $4,653-60.0% | $3,952-52.9% |
| Admin fee / account holder | $1,485 | $5,469-72.8% | $6,752-78.0% | $6,260-76.3% |