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 | $13,401 | $63,764-79.0% | $81,930-83.6% | $79,858-83.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 14.99% | 22.66%-7.7pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,723 | $1,795-4.0% | $4,310-60.0% | $2,471-30.3% |
| Participant deferral / active EE | $1,641 | $2,780-41.0% | $7,107-76.9% | $3,740-56.1% |
| Admin fee / account holder | $555 | $4,426-87.5% | $5,158-89.2% | $5,306-89.5% |