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 | $19,969 | $103,376-80.7% | $87,100-77.1% | $152,861-86.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.56% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $909 | $3,220-71.8% | $2,521-63.9% | $4,762-80.9% |
| Participant deferral / active EE | $4,188 | $4,778-12.3% | $4,049+3.4% | $5,850-28.4% |
| Admin fee / account holder | $419 | $12,205-96.6% | $7,497-94.4% | $11,596-96.4% |