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 | $21,736 | $104,251-79.2% | $91,001-76.1% | $147,584-85.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 22.37% | 27.06%-4.7pp | 4.60%+17.8pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,892 | $3,116-39.3% | $2,456-23.0% | $4,876-61.2% |
| Participant deferral / active EE | $6,592 | $4,195+57.1% | $3,547+85.8% | $5,439+21.2% |
| Admin fee / account holder | $1,173 | $8,948-86.9% | $5,417-78.3% | $10,885-89.2% |