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 | $12,683 | $211,958-94.0% | $169,463-92.5% | $135,375-90.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.31% | 3.26%+3.1pp | 1.83%+4.5pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,517 | $5,120-70.4% | $4,159-63.5% | $4,779-68.3% |
| Participant deferral / active EE | $4,735 | $6,075-22.1% | $5,277-10.3% | $5,609-15.6% |
| Admin fee / account holder | $357 | $11,471-96.9% | $9,109-96.1% | $10,827-96.7% |