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 | $23,899 | $91,552-73.9% | $133,956-82.2% | $79,858-70.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 23.10% | 61.85%-38.7pp | 45.09%-22.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,242 | $2,384-5.9% | $3,919-42.8% | $2,471-9.2% |
| Participant deferral / active EE | $4,309 | $3,733+15.4% | $5,048-14.6% | $3,740+15.2% |
| Admin fee / account holder | $2,095 | $6,321-66.9% | $8,927-76.5% | $5,306-60.5% |