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 | $10,843 | $124,281-91.3% | $109,143-90.1% | $167,490-93.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 30.98% | 26.04%+4.9pp | 25.75%+5.2pp | 478.56%-447.6pp |
| Employer contribution / active EE | $2,392 | $4,207-43.2% | $3,722-35.7% | $4,837-50.6% |
| Participant deferral / active EE | $2,886 | $5,255-45.1% | $4,653-38.0% | $6,341-54.5% |
| Admin fee / account holder | $927 | $7,970-88.4% | $6,752-86.3% | $12,309-92.5% |