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 | $32,022 | $197,591-83.8% | $177,821-82.0% | $158,922-79.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.44% | 58.76%-38.3pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,561 | $6,697-76.7% | $5,918-73.6% | $4,761-67.2% |
| Participant deferral / active EE | $4,985 | $8,405-40.7% | $7,714-35.4% | $5,982-16.7% |
| Admin fee / account holder | $560 | $15,399-96.4% | $12,427-95.5% | $11,246-95.0% |