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 | $7,188 | $91,037-92.1% | $71,671-90.0% | $147,584-95.1% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 14.66% | 20.48%-5.8pp | 20.65%-6.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,565 | $3,327-53.0% | $2,460-36.4% | $4,876-67.9% |
| Participant deferral / active EE | $2,544 | $4,498-43.4% | $3,438-26.0% | $5,439-53.2% |
| Admin fee / account holder | $10,657 | $8,613+23.7% | $5,558+91.7% | $10,885-2.1% |