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 | $15,454 | $100,754-84.7% | $86,677-82.2% | $134,475-88.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,906 | $3,489-45.4% | $2,836-32.8% | $4,740-59.8% |
| Participant deferral / active EE | $2,446 | $5,338-54.2% | $4,656-47.5% | $6,400-61.8% |
| Admin fee / account holder | $4,666 | $10,926-57.3% | $7,493-37.7% | $11,426-59.2% |