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 | $16,800 | $192,717-91.3% | $142,449-88.2% | $139,434-88.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.98% | 17.99%-4.0pp | 19.99%-6.0pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,479 | $5,806-74.5% | $4,847-69.5% | $4,751-68.9% |
| Participant deferral / active EE | $2,960 | $7,208-58.9% | $6,283-52.9% | $6,710-55.9% |
| Admin fee / account holder | $34,740 | $15,124+129.7% | $10,011+247.0% | $11,403+204.7% |