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 | $13,269 | $83,337-84.1% | $67,834-80.4% | $273,961-95.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.04% | 259.45%-252.4pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,825 | $3,287+16.4% | $2,403+59.2% | $4,869-21.4% |
| Participant deferral / active EE | $2,791 | $4,088-31.7% | $3,160-11.7% | $5,287-47.2% |
| Admin fee / account holder | $916 | $6,752-86.4% | $4,622-80.2% | $10,132-91.0% |