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 7-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 | $19,199 | $124,319-84.6% | $111,297-82.7% | $167,490-88.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.30% | 37.44%-20.1pp | 54.65%-37.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,449 | $3,435-57.8% | $2,731-46.9% | $4,837-70.0% |
| Participant deferral / active EE | $1,915 | $5,180-63.0% | $4,487-57.3% | $6,341-69.8% |
| Admin fee / account holder | $19,734 | $10,618+85.9% | $7,964+147.8% | $12,309+60.3% |