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 | $7,197 | $113,339-93.6% | $94,993-92.4% | $147,584-95.1% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 14.80% | 20.77%-6.0pp | 27.12%-12.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,759 | $3,160-44.3% | $2,603-32.4% | $4,876-63.9% |
| Participant deferral / active EE | $2,956 | $3,777-21.7% | $3,317-10.9% | $5,439-45.7% |
| Admin fee / account holder | $969 | $6,063-84.0% | $4,960-80.5% | $10,885-91.1% |