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 | $12,456 | $98,240-87.3% | $82,313-84.9% | $147,584-91.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.28% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,145 | $3,192-32.8% | $2,428-11.7% | $4,876-56.0% |
| Participant deferral / active EE | $2,267 | $4,383-48.3% | $3,706-38.8% | $5,439-58.3% |
| Admin fee / account holder | $322 | $8,563-96.2% | $5,608-94.3% | $10,885-97.0% |