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 | $28,435 | $162,781-82.5% | $133,956-78.8% | $158,922-82.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.89% | 41.94%-32.1pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,263 | $4,975-74.6% | $3,919-67.8% | $4,761-73.5% |
| Participant deferral / active EE | $1,811 | $5,911-69.4% | $5,048-64.1% | $5,982-69.7% |
| Admin fee / account holder | $5,266 | $11,736-55.1% | $8,927-41.0% | $11,246-53.2% |