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 | $54,770 | $124,881-56.1% | $209,409-73.8% | $116,875-53.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 80.4%+5.4pp | 74.5%+11.2pp |
| Annual return | 11.14% | 14.56%-3.4pp | 159.49%-148.3pp | 16.29%-5.1pp |
| Employer contribution / active EE | $705 | $2,588-72.8% | $5,035-86.0% | $3,288-78.6% |
| Participant deferral / active EE | $2,613 | $3,793-31.1% | $4,230-38.2% | $3,885-32.7% |
| Admin fee / account holder | $8,815 | $12,933-31.8% | $16,474-46.5% | $12,263-28.1% |