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 | $19,704 | $149,734-86.8% | $118,925-83.4% | $158,922-87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.81% | 19.95%-13.1pp | 35.88%-29.1pp | 302.83%-296.0pp |
| Employer contribution / active EE | $4,275 | $4,115+3.9% | $3,263+31.0% | $4,761-10.2% |
| Participant deferral / active EE | $1,391 | $5,223-73.4% | $4,265-67.4% | $5,982-76.8% |
| Admin fee / account holder | $5,045 | $8,603-41.4% | $6,581-23.3% | $11,246-55.1% |