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 | $18,685 | $135,952-86.3% | $123,892-84.9% | $273,961-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.91% | 56.63%-41.7pp | 47.52%-32.6pp | 41.45%-26.5pp |
| Employer contribution / active EE | $4,816 | $5,170-6.8% | $4,617+4.3% | $4,869-1.1% |
| Participant deferral / active EE | $9,142 | $6,343+44.1% | $5,984+52.8% | $5,287+72.9% |
| Admin fee / account holder | $1,287 | $9,817-86.9% | $8,357-84.6% | $10,132-87.3% |