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 | $10,574 | $47,848-77.9% | $81,478-87.0% | $70,131-84.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 23.73% | 27.25%-3.5pp | 38.78%-15.1pp | 73.14%-49.4pp |
| Employer contribution / active EE | $2,211 | $1,527+44.8% | $2,568-13.9% | $2,342-5.6% |
| Participant deferral / active EE | $3,282 | $2,453+33.8% | $3,537-7.2% | $3,332-1.5% |
| Admin fee / account holder | $889 | $3,145-71.7% | $4,561-80.5% | $4,645-80.9% |