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 | $13,765 | $135,952-89.9% | $123,892-88.9% | $273,961-95.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 44.79% | 56.63%-11.8pp | 47.52%-2.7pp | 41.45%+3.3pp |
| Employer contribution / active EE | $1,046 | $5,170-79.8% | $4,617-77.3% | $4,869-78.5% |
| Participant deferral / active EE | $6,414 | $6,343+1.1% | $5,984+7.2% | $5,287+21.3% |
| Admin fee / account holder | $2,068 | $9,817-78.9% | $8,357-75.3% | $10,132-79.6% |