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 | $15,129 | $106,890-85.8% | $84,015-82.0% | $152,861-90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.05% | 104.99%-96.9pp | 71.31%-63.3pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,021 | $2,734-62.7% | $1,983-48.5% | $4,762-78.6% |
| Participant deferral / active EE | $3,012 | $4,011-24.9% | $3,239-7.0% | $5,850-48.5% |
| Admin fee / account holder | $17,162 | $8,285+107.1% | $6,101+181.3% | $11,596+48.0% |