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 | $15,917 | $124,319-87.2% | $111,297-85.7% | $167,490-90.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.84% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,488 | $3,435-56.7% | $2,731-45.5% | $4,837-69.2% |
| Participant deferral / active EE | $2,345 | $5,180-54.7% | $4,487-47.7% | $6,341-63.0% |
| Admin fee / account holder | $7,141 | $10,618-32.7% | $7,964-10.3% | $12,309-42.0% |