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 | $9,148 | $100,901-90.9% | $75,670-87.9% | $147,584-93.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.11% | 35.78%-18.7pp | 27.34%-10.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,454 | $3,253-55.3% | $2,352-38.2% | $4,876-70.2% |
| Participant deferral / active EE | $2,866 | $4,027-28.8% | $3,142-8.8% | $5,439-47.3% |
| Admin fee / account holder | $722 | $11,285-93.6% | $5,800-87.6% | $10,885-93.4% |