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 | $19,916 | $162,781-87.8% | $133,956-85.1% | $158,922-87.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.22% | 41.94%-22.7pp | 45.09%-25.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,871 | $4,975-62.4% | $3,919-52.3% | $4,761-60.7% |
| Participant deferral / active EE | $2,429 | $5,911-58.9% | $5,048-51.9% | $5,982-59.4% |
| Admin fee / account holder | $1,632 | $11,736-86.1% | $8,927-81.7% | $11,246-85.5% |