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 | $12,295 | $135,952-91.0% | $123,892-90.1% | $273,961-95.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 29.75% | 56.63%-26.9pp | 47.52%-17.8pp | 41.45%-11.7pp |
| Employer contribution / active EE | $6,671 | $5,170+29.0% | $4,617+44.5% | $4,869+37.0% |
| Participant deferral / active EE | $22,713 | $6,343+258.1% | $5,984+279.6% | $5,287+329.6% |
| Admin fee / account holder | $2,134 | $9,817-78.3% | $8,357-74.5% | $10,132-78.9% |