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 | $28,334 | $91,552-69.1% | $133,956-78.8% | $79,858-64.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.08% | 61.85%-43.8pp | 45.09%-27.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,348 | $2,384-1.5% | $3,919-40.1% | $2,471-5.0% |
| Participant deferral / active EE | $1,753 | $3,733-53.0% | $5,048-65.3% | $3,740-53.1% |
| Admin fee / account holder | $3,253 | $6,321-48.5% | $8,927-63.6% | $5,306-38.7% |