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 | $18,806 | $181,894-89.7% | $156,549-88.0% | $273,961-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 129.56% | 30.74%+98.8pp | 32.23%+97.3pp | 41.45%+88.1pp |
| Employer contribution / active EE | $2,269 | $6,248-63.7% | $5,501-58.8% | $4,869-53.4% |
| Participant deferral / active EE | $5,291 | $5,550-4.7% | $4,871+8.6% | $5,287+0.1% |
| Admin fee / account holder | $311 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |