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 | $13,562 | $72,985-81.4% | $133,334-89.8% | $72,985-81.4% |
| Participation rate | 83.7% | 69.5%+14.2pp | 69.7%+14.0pp | 69.5%+14.2pp |
| Annual return | 24.01% | 81.00%-57.0pp | 26.29%-2.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,383 | $2,440-43.3% | $3,152-56.1% | $2,440-43.3% |
| Participant deferral / active EE | $1,421 | $3,607-60.6% | $5,773-75.4% | $3,607-60.6% |
| Admin fee / account holder | $530 | $5,124-89.6% | $3,620-85.3% | $5,124-89.6% |