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 | $14,135 | $181,894-92.2% | $156,549-91.0% | $273,961-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 27.18% | 30.74%-3.6pp | 32.23%-5.0pp | 41.45%-14.3pp |
| Employer contribution / active EE | $6,524 | $6,248+4.4% | $5,501+18.6% | $4,869+34.0% |
| Participant deferral / active EE | $3,324 | $5,550-40.1% | $4,871-31.8% | $5,287-37.1% |
| Admin fee / account holder | $447 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |