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 | $18,041 | $135,952-86.7% | $123,892-85.4% | $273,961-93.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,376 | $5,170-54.0% | $4,617-48.5% | $4,869-51.2% |
| Participant deferral / active EE | $4,631 | $6,343-27.0% | $5,984-22.6% | $5,287-12.4% |
| Admin fee / account holder | $4,521 | $9,817-53.9% | $8,357-45.9% | $10,132-55.4% |