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 | $25,625 | $80,968-68.4% | $96,544-73.5% | $75,163-65.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.15% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,093 | $2,282-52.1% | $2,965-63.1% | $2,670-59.1% |
| Participant deferral / active EE | $1,782 | $3,928-54.6% | $4,851-63.3% | $4,125-56.8% |
| Admin fee / account holder | $715 | $6,724-89.4% | $8,252-91.3% | $5,651-87.3% |