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 | $55,859 | $362,131-84.6% | $285,549-80.4% | $357,791-84.4% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 12.06% | 5.08%+7.0pp | 7.15%+4.9pp | 396.79%-384.7pp |
| Employer contribution / active EE | $6,182 | $5,952+3.9% | $5,022+23.1% | $7,508-17.7% |
| Participant deferral / active EE | $3,385 | $5,478-38.2% | $4,549-25.6% | $5,521-38.7% |
| Admin fee / account holder | $344 | $16,774-97.9% | $13,934-97.5% | $28,387-98.8% |