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 | $15,679 | $118,680-86.8% | $98,907-84.1% | $158,922-90.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 18.14% | 372.35%-354.2pp | 196.43%-178.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,741 | $3,333-17.7% | $2,689+1.9% | $4,761-42.4% |
| Participant deferral / active EE | $6,474 | $5,088+27.2% | $4,244+52.5% | $5,982+8.2% |
| Admin fee / account holder | $1,993 | $10,131-80.3% | $6,642-70.0% | $11,246-82.3% |