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 | $17,851 | $181,894-90.2% | $156,549-88.6% | $273,961-93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 26.34% | 30.74%-4.4pp | 32.23%-5.9pp | 41.45%-15.1pp |
| Employer contribution / active EE | $1,681 | $6,248-73.1% | $5,501-69.4% | $4,869-65.5% |
| Participant deferral / active EE | $12,581 | $5,550+126.7% | $4,871+158.3% | $5,287+138.0% |
| Admin fee / account holder | $362 | $15,559-97.7% | $13,027-97.2% | $10,132-96.4% |