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 | $30,358 | $101,724-70.2% | $164,813-81.6% | $80,856-62.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.98% | 16.72%-2.7pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,632 | $2,953+124.6% | $4,341+52.8% | $2,755+140.7% |
| Participant deferral / active EE | $4,603 | $4,477+2.8% | $6,031-23.7% | $4,296+7.2% |
| Admin fee / account holder | $979 | $8,227-88.1% | $12,690-92.3% | $6,918-85.8% |