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 | $11,108 | $124,281-91.1% | $109,143-89.8% | $167,490-93.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 18.04% | 26.04%-8.0pp | 25.75%-7.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,201 | $4,207-71.5% | $3,722-67.7% | $4,837-75.2% |
| Participant deferral / active EE | $2,988 | $5,255-43.1% | $4,653-35.8% | $6,341-52.9% |
| Admin fee / account holder | $390 | $7,970-95.1% | $6,752-94.2% | $12,309-96.8% |