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 | $15,626 | $153,311-89.8% | $109,313-85.7% | $273,961-94.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.11% | 29.86%-21.7pp | 22.07%-14.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,817 | $5,619-67.7% | $3,892-53.3% | $4,869-62.7% |
| Participant deferral / active EE | $4,633 | $3,932+17.8% | $3,166+46.3% | $5,287-12.4% |
| Admin fee / account holder | $853 | $8,076-89.4% | $5,666-84.9% | $10,132-91.6% |