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 | $7,593 | $61,605-87.7% | $112,229-93.2% | $75,163-89.9% |
| Participation rate | 81.8% | 61.7%+20.1pp | 72.4%+9.4pp | 67.2%+14.6pp |
| Annual return | 24.58% | 28.47%-3.9pp | 30.20%-5.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,117 | $2,015-44.6% | $3,430-67.4% | $2,670-58.2% |
| Participant deferral / active EE | $1,258 | $3,108-59.5% | $4,798-73.8% | $4,125-69.5% |
| Admin fee / account holder | $922 | $4,862-81.0% | $7,748-88.1% | $5,651-83.7% |