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 | $17,047 | $63,346-73.1% | $92,233-81.5% | $70,131-75.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.78% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $577 | $2,471-76.7% | $3,679-84.3% | $2,342-75.4% |
| Participant deferral / active EE | $1,573 | $2,854-44.9% | $3,897-59.6% | $3,332-52.8% |
| Admin fee / account holder | $2,079 | $3,840-45.9% | $5,194-60.0% | $4,645-55.2% |