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 | $18,080 | $142,405-87.3% | $115,157-84.3% | $152,861-88.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.07% | 41.48%-17.4pp | 35.60%-11.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,007 | $4,010-25.0% | $3,179-5.4% | $4,762-36.9% |
| Participant deferral / active EE | $2,583 | $5,164-50.0% | $4,168-38.0% | $5,850-55.8% |
| Admin fee / account holder | $2,373 | $8,462-72.0% | $7,088-66.5% | $11,596-79.5% |