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 | $12,105 | $133,922-91.0% | $116,228-89.6% | $142,382-91.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.71% | 147.76%-130.1pp | 90.06%-72.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,254 | $3,446-34.6% | $2,994-24.7% | $4,299-47.6% |
| Participant deferral / active EE | $1,741 | $5,672-69.3% | $4,953-64.8% | $6,507-73.2% |
| Admin fee / account holder | $1,217 | $14,945-91.9% | $11,989-89.9% | $12,624-90.4% |