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 | $18,649 | $116,175-83.9% | $93,606-80.1% | $152,861-87.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.10% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,240 | $3,218-61.5% | $2,718-54.4% | $4,762-74.0% |
| Participant deferral / active EE | $1,690 | $4,603-63.3% | $4,069-58.5% | $5,850-71.1% |
| Admin fee / account holder | $448 | $10,748-95.8% | $7,888-94.3% | $11,596-96.1% |