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 | $22,631 | $98,750-77.1% | $149,696-84.9% | $79,858-71.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.77% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,454 | $3,216-23.7% | $4,644-47.2% | $2,471-0.7% |
| Participant deferral / active EE | $3,774 | $5,680-33.6% | $6,842-44.8% | $3,740+0.9% |
| Admin fee / account holder | $1,280 | $6,053-78.9% | $9,309-86.3% | $5,306-75.9% |