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 | $7,988 | $144,119-94.5% | $117,854-93.2% | $147,584-94.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.54% | 531.15%-519.6pp | 335.08%-323.5pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,278 | $4,896-73.9% | $3,786-66.2% | $4,876-73.8% |
| Participant deferral / active EE | $3,036 | $5,316-42.9% | $4,482-32.3% | $5,439-44.2% |
| Admin fee / account holder | $524 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |