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 | $13,618 | $74,927-81.8% | $101,794-86.6% | $84,808-83.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 27.99% | 18.70%+9.3pp | 30.53%-2.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,358 | $1,522-10.8% | $2,289-40.7% | $2,631-48.4% |
| Participant deferral / active EE | $4,543 | $3,099+46.6% | $4,084+11.2% | $4,212+7.9% |
| Admin fee / account holder | $661 | $6,514-89.9% | $8,777-92.5% | $7,344-91.0% |