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 | $31,580 | $197,591-84.0% | $177,821-82.2% | $158,922-80.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.63% | 58.76%-51.1pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,115 | $6,697-8.7% | $5,918+3.3% | $4,761+28.4% |
| Participant deferral / active EE | $12,728 | $8,405+51.4% | $7,714+65.0% | $5,982+112.8% |
| Admin fee / account holder | $35,302 | $15,399+129.2% | $12,427+184.1% | $11,246+213.9% |