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 | $30,846 | $91,552-66.3% | $133,956-77.0% | $79,858-61.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.31% | 61.85%-45.5pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,005 | $2,384-57.9% | $3,919-74.4% | $2,471-59.3% |
| Participant deferral / active EE | $2,631 | $3,733-29.5% | $5,048-47.9% | $3,740-29.7% |
| Admin fee / account holder | $5,846 | $6,321-7.5% | $8,927-34.5% | $5,306+10.2% |