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 | $11,773 | $77,634-84.8% | $156,549-92.5% | $62,891-81.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.99% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,419 | $3,444-58.8% | $5,501-74.2% | $2,281-37.8% |
| Participant deferral / active EE | $1,155 | $3,045-62.1% | $4,871-76.3% | $3,203-63.9% |
| Admin fee / account holder | $1,556 | $5,561-72.0% | $13,027-88.1% | $4,296-63.8% |