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 | $11,238 | $93,346-88.0% | $71,796-84.3% | $273,961-95.9% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 16.29% | 130.39%-114.1pp | 78.04%-61.7pp | 41.45%-25.2pp |
| Employer contribution / active EE | $1,993 | $2,733-27.1% | $1,924+3.5% | $4,869-59.1% |
| Participant deferral / active EE | $4,630 | $3,475+33.2% | $2,794+65.7% | $5,287-12.4% |
| Admin fee / account holder | $330 | $6,571-95.0% | $4,815-93.1% | $10,132-96.7% |