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 | $6,303 | $135,952-95.4% | $123,892-94.9% | $273,961-97.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,419 | $5,170-72.5% | $4,617-69.3% | $4,869-70.9% |
| Participant deferral / active EE | $2,963 | $6,343-53.3% | $5,984-50.5% | $5,287-44.0% |
| Admin fee / account holder | $386 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |