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 | $35,898 | $109,359-67.2% | $162,163-77.9% | $72,985-50.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.64% | 25.46%+4.2pp | 115.59%-85.9pp | 81.00%-51.4pp |
| Employer contribution / active EE | $5,016 | $3,907+28.4% | $5,614-10.6% | $2,440+105.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,556 | $7,972-80.5% | $10,843-85.7% | $5,124-69.6% |