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 | $6,317 | $77,419-91.8% | $69,455-90.9% | $152,861-95.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 28.68% | 39.06%-10.4pp | 28.97%-0.3pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,275 | $3,315-61.5% | $2,779-54.1% | $4,762-73.2% |
| Participant deferral / active EE | $2,384 | $4,414-46.0% | $3,535-32.6% | $5,850-59.3% |
| Admin fee / account holder | $4,235 | $6,207-31.8% | $3,839+10.3% | $11,596-63.5% |