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 | $19,903 | $165,912-88.0% | $122,332-83.7% | $147,584-86.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.66% | 34.55%-24.9pp | 30.27%-20.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $4,035 | $5,754-29.9% | $4,050-0.4% | $4,876-17.2% |
| Participant deferral / active EE | $2,603 | $4,005-35.0% | $3,287-20.8% | $5,439-52.1% |
| Admin fee / account holder | $14,005 | $7,424+88.6% | $5,478+155.7% | $10,885+28.7% |