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 | $14,942 | $201,272-92.6% | $184,203-91.9% | $145,922-89.8% |
| Participation rate | 76.5% | 87.5%-11.0pp | 86.8%-10.3pp | 80.3%-3.8pp |
| Annual return | 12.98% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,107 | $7,022-70.0% | $6,427-67.2% | $4,660-54.8% |
| Participant deferral / active EE | $3,371 | $9,806-65.6% | $9,131-63.1% | $6,688-49.6% |
| Admin fee / account holder | $38,067 | $16,364+132.6% | $13,901+173.8% | $13,397+184.1% |