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 | $28,718 | $116,462-75.3% | $300,297-90.4% | $116,462-75.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 83.3%+16.7pp | 74.7%+25.3pp |
| Annual return | 18.01% | 15.65%+2.4pp | 6.06%+11.9pp | 15.65%+2.4pp |
| Employer contribution / active EE | $6,418 | $3,231+98.6% | $4,605+39.4% | $3,231+98.6% |
| Participant deferral / active EE | $3,338 | $3,836-13.0% | $4,511-26.0% | $3,836-13.0% |
| Admin fee / account holder | $3,272 | $12,754-74.3% | $16,510-80.2% | $12,754-74.3% |