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 | $7,207 | $80,968-91.1% | $96,544-92.5% | $75,163-90.4% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 14.87% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,463 | $2,282-35.9% | $2,965-50.6% | $2,670-45.2% |
| Participant deferral / active EE | $5,546 | $3,928+41.2% | $4,851+14.3% | $4,125+34.5% |
| Admin fee / account holder | $47,948 | $6,724+613.1% | $8,252+481.0% | $5,651+748.5% |