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 | $13,597 | $135,952-90.0% | $123,892-89.0% | $273,961-95.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.27% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.2pp |
| Employer contribution / active EE | $2,118 | $5,170-59.0% | $4,617-54.1% | $4,869-56.5% |
| Participant deferral / active EE | $6,228 | $6,343-1.8% | $5,984+4.1% | $5,287+17.8% |
| Admin fee / account holder | $1,000 | $9,817-89.8% | $8,357-88.0% | $10,132-90.1% |