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 | $19,189 | $58,512-67.2% | $84,015-77.2% | $72,985-73.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.44% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,968 | $1,163+327.2% | $1,983+150.5% | $2,440+103.6% |
| Participant deferral / active EE | $2,163 | $2,394-9.7% | $3,239-33.2% | $3,607-40.1% |
| Admin fee / account holder | $982 | $4,569-78.5% | $6,101-83.9% | $5,124-80.8% |