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 | $18,354 | $64,348-71.5% | $90,160-79.6% | $70,131-73.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.96% | 28.13%-13.2pp | 34.88%-19.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,756 | $2,046-14.2% | $3,318-47.1% | $2,342-25.0% |
| Participant deferral / active EE | $1,889 | $4,389-57.0% | $5,288-64.3% | $3,332-43.3% |
| Admin fee / account holder | $1,738 | $3,944-55.9% | $5,943-70.8% | $4,645-62.6% |