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 | $9,777 | $96,557-89.9% | $80,975-87.9% | $273,961-96.4% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.8%+15.5pp | 83.0%+8.3pp |
| Annual return | 47.33% | 15.14%+32.2pp | 17.10%+30.2pp | 41.45%+5.9pp |
| Employer contribution / active EE | $861 | $4,868-82.3% | $3,714-76.8% | $4,869-82.3% |
| Participant deferral / active EE | $3,727 | $6,598-43.5% | $5,696-34.6% | $5,287-29.5% |
| Admin fee / account holder | $3,630 | $7,492-51.5% | $5,516-34.2% | $10,132-64.2% |