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 | $15,097 | $116,175-87.0% | $93,606-83.9% | $152,861-90.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.70% | 35.96%-9.3pp | 32.76%-6.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,334 | $3,218-27.5% | $2,718-14.1% | $4,762-51.0% |
| Participant deferral / active EE | $8,104 | $4,603+76.1% | $4,069+99.2% | $5,850+38.5% |
| Admin fee / account holder | $3,889 | $10,748-63.8% | $7,888-50.7% | $11,596-66.5% |