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 | $29,734 | $152,460-80.5% | $118,746-75.0% | $147,584-79.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.41% | 17.41%-2.0pp | 24.54%-9.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,758 | $5,046-25.5% | $4,193-10.4% | $4,876-22.9% |
| Participant deferral / active EE | $6,258 | $6,212+0.7% | $5,332+17.4% | $5,439+15.1% |
| Admin fee / account holder | $31,162 | $16,953+83.8% | $10,720+190.7% | $10,885+186.3% |