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 | $10,152 | $113,339-91.0% | $94,993-89.3% | $147,584-93.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 20.77%-7.1pp | 27.12%-13.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $622 | $3,160-80.3% | $2,603-76.1% | $4,876-87.3% |
| Participant deferral / active EE | $1,454 | $3,777-61.5% | $3,317-56.2% | $5,439-73.3% |
| Admin fee / account holder | $2,646 | $6,063-56.4% | $4,960-46.7% | $10,885-75.7% |