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 | $16,052 | $89,355-82.0% | $141,162-88.6% | $72,985-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 72.60% | 111.85%-39.2pp | 71.39%+1.2pp | 81.00%-8.4pp |
| Employer contribution / active EE | $810 | $3,114-74.0% | $4,735-82.9% | $2,440-66.8% |
| Participant deferral / active EE | $4,218 | $5,418-22.1% | $6,709-37.1% | $3,607+16.9% |
| Admin fee / account holder | $1,559 | $5,958-73.8% | $10,261-84.8% | $5,124-69.6% |