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 | $20,553 | $93,571-78.0% | $135,903-84.9% | $75,163-72.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.38% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,232 | $3,537+19.7% | $4,856-12.9% | $2,670+58.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $536 | $6,975-92.3% | $10,762-95.0% | $5,651-90.5% |