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 | $16,177 | $113,339-85.7% | $94,993-83.0% | $147,584-89.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.82% | 20.77%-4.9pp | 27.12%-11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $4,888 | $3,160+54.7% | $2,603+87.7% | $4,876+0.2% |
| Participant deferral / active EE | $5,861 | $3,777+55.2% | $3,317+76.7% | $5,439+7.8% |
| Admin fee / account holder | $18,474 | $6,063+204.7% | $4,960+272.4% | $10,885+69.7% |