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 | $23,613 | $152,587-84.5% | $125,175-81.1% | $152,861-84.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.04% | 54.84%-28.8pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,554 | $4,946-48.4% | $3,865-33.9% | $4,762-46.4% |
| Participant deferral / active EE | $3,592 | $5,868-38.8% | $4,937-27.2% | $5,850-38.6% |
| Admin fee / account holder | $787 | $13,434-94.1% | $9,702-91.9% | $11,596-93.2% |