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 | $12,894 | $67,606-80.9% | $82,313-84.3% | $70,131-81.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 36.40% | 21.57%+14.8pp | 25.88%+10.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $4,021 | $1,755+129.1% | $2,428+65.6% | $2,342+71.6% |
| Participant deferral / active EE | $3,155 | $2,987+5.6% | $3,706-14.9% | $3,332-5.3% |
| Admin fee / account holder | $664 | $4,512-85.3% | $5,608-88.2% | $4,645-85.7% |