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 | $18,301 | $232,540-92.1% | $185,117-90.1% | $147,584-87.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.72% | 43.03%-22.3pp | 40.50%-19.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $791 | $5,195-84.8% | $4,182-81.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,014 | $5,834-65.5% | $5,045-60.1% | $5,439-63.0% |
| Admin fee / account holder | $512 | $10,275-95.0% | $8,159-93.7% | $10,885-95.3% |