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 | $7,112 | $77,634-90.8% | $156,549-95.5% | $62,891-88.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.70% | 50.32%-37.6pp | 32.23%-19.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,224 | $3,444-64.5% | $5,501-77.8% | $2,281-46.3% |
| Participant deferral / active EE | $2,303 | $3,045-24.4% | $4,871-52.7% | $3,203-28.1% |
| Admin fee / account holder | $1,207 | $5,561-78.3% | $13,027-90.7% | $4,296-71.9% |