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 | $9,150 | $101,069-90.9% | $81,478-88.8% | $147,584-93.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.42% | 32.40%-15.0pp | 38.78%-21.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,569 | $3,205-19.8% | $2,568+0.1% | $4,876-47.3% |
| Participant deferral / active EE | $1,577 | $4,242-62.8% | $3,537-55.4% | $5,439-71.0% |
| Admin fee / account holder | $529 | $5,812-90.9% | $4,561-88.4% | $10,885-95.1% |