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 | $20,874 | $153,772-86.4% | $133,980-84.4% | $273,961-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 43.08% | 36.51%+6.6pp | 29.30%+13.8pp | 41.45%+1.6pp |
| Employer contribution / active EE | $1,337 | $6,029-77.8% | $5,211-74.4% | $4,869-72.5% |
| Participant deferral / active EE | $6,405 | $6,958-8.0% | $6,282+2.0% | $5,287+21.1% |
| Admin fee / account holder | $420 | $11,765-96.4% | $9,324-95.5% | $10,132-95.9% |