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 | $15,603 | $113,935-86.3% | $94,224-83.4% | $125,391-87.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 15.96% | 5.29%+10.7pp | 10.68%+5.3pp | 282.22%-266.3pp |
| Employer contribution / active EE | $1,795 | $4,727-62.0% | $3,587-50.0% | $4,866-63.1% |
| Participant deferral / active EE | $6,751 | $5,179+30.4% | $4,320+56.3% | $5,352+26.1% |
| Admin fee / account holder | $1,310 | $8,391-84.4% | $6,269-79.1% | $9,540-86.3% |