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 | $15,930 | $181,894-91.2% | $156,549-89.8% | $273,961-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.68% | 30.74%-18.1pp | 32.23%-19.5pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,614 | $6,248-42.2% | $5,501-34.3% | $4,869-25.8% |
| Participant deferral / active EE | $7,766 | $5,550+39.9% | $4,871+59.4% | $5,287+46.9% |
| Admin fee / account holder | $383 | $15,559-97.5% | $13,027-97.1% | $10,132-96.2% |