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 | $21,349 | $228,332-90.6% | $185,823-88.5% | $158,922-86.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.56% | 40.80%-35.2pp | 35.95%-30.4pp | 302.83%-297.3pp |
| Employer contribution / active EE | $6,832 | $4,967+37.6% | $4,087+67.1% | $4,761+43.5% |
| Participant deferral / active EE | $9,304 | $6,415+45.0% | $5,632+65.2% | $5,982+55.5% |
| Admin fee / account holder | $29,632 | $11,864+149.8% | $9,500+211.9% | $11,246+163.5% |