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 | $17,809 | $149,679-88.1% | $117,039-84.8% | $147,584-87.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.90% | 19.31%-9.4pp | 18.95%-9.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $5,332 | $4,937+8.0% | $3,785+40.9% | $4,876+9.3% |
| Participant deferral / active EE | $5,245 | $4,912+6.8% | $3,929+33.5% | $5,439-3.6% |
| Admin fee / account holder | $1,627 | $7,856-79.3% | $5,974-72.8% | $10,885-85.1% |