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 | $5,607 | $91,037-93.8% | $71,671-92.2% | $147,584-96.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.92% | 20.48%-6.6pp | 20.65%-6.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,483 | $3,327-55.4% | $2,460-39.7% | $4,876-69.6% |
| Participant deferral / active EE | $1,928 | $4,498-57.1% | $3,438-43.9% | $5,439-64.5% |
| Admin fee / account holder | $554 | $8,613-93.6% | $5,558-90.0% | $10,885-94.9% |