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 | $10,061 | $90,503-88.9% | $78,689-87.2% | $273,961-96.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.27% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,204 | $3,176-62.1% | $2,851-57.8% | $4,869-75.3% |
| Participant deferral / active EE | $1,405 | $3,901-64.0% | $3,517-60.0% | $5,287-73.4% |
| Admin fee / account holder | $2,596 | $5,263-50.7% | $4,510-42.4% | $10,132-74.4% |