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 | $12,396 | $152,587-91.9% | $125,175-90.1% | $152,861-91.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.60% | 54.84%-33.2pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,248 | $4,946-14.1% | $3,865+9.9% | $4,762-10.8% |
| Participant deferral / active EE | $5,278 | $5,868-10.1% | $4,937+6.9% | $5,850-9.8% |
| Admin fee / account holder | $572 | $13,434-95.7% | $9,702-94.1% | $11,596-95.1% |