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 | $9,992 | $53,127-81.2% | $86,590-88.5% | $70,131-85.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.05% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,494 | $2,068-27.8% | $2,839-47.4% | $2,342-36.2% |
| Participant deferral / active EE | $1,818 | $2,696-32.6% | $3,609-49.6% | $3,332-45.4% |
| Admin fee / account holder | $1,720 | $3,585-52.0% | $4,906-64.9% | $4,645-63.0% |