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 | $16,148 | $168,632-90.4% | $147,614-89.1% | $125,391-87.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.60% | 77.65%-75.1pp | 61.98%-59.4pp | 282.22%-279.6pp |
| Employer contribution / active EE | $4,918 | $6,252-21.3% | $5,564-11.6% | $4,866+1.1% |
| Participant deferral / active EE | $2,193 | $5,507-60.2% | $4,895-55.2% | $5,352-59.0% |
| Admin fee / account holder | $53,963 | $13,580+297.4% | $11,611+364.8% | $9,540+465.6% |