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 | $21,862 | $181,894-88.0% | $156,549-86.0% | $273,961-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 100.91% | 30.74%+70.2pp | 32.23%+68.7pp | 41.45%+59.5pp |
| Employer contribution / active EE | $1,424 | $6,248-77.2% | $5,501-74.1% | $4,869-70.8% |
| Participant deferral / active EE | $9,444 | $5,550+70.2% | $4,871+93.9% | $5,287+78.6% |
| Admin fee / account holder | $1,058 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |