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 | $26,723 | $152,587-82.5% | $125,175-78.7% | $152,861-82.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.23% | 54.84%-30.6pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,483 | $4,946-70.0% | $3,865-61.6% | $4,762-68.9% |
| Participant deferral / active EE | $3,291 | $5,868-43.9% | $4,937-33.3% | $5,850-43.7% |
| Admin fee / account holder | $12,705 | $13,434-5.4% | $9,702+31.0% | $11,596+9.6% |