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 | $9,970 | $103,376-90.4% | $87,100-88.6% | $152,861-93.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 26.06% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,437 | $3,220-55.4% | $2,521-43.0% | $4,762-69.8% |
| Participant deferral / active EE | $3,152 | $4,778-34.0% | $4,049-22.1% | $5,850-46.1% |
| Admin fee / account holder | $2,152 | $12,205-82.4% | $7,497-71.3% | $11,596-81.4% |