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 | $10,633 | $83,337-87.2% | $67,834-84.3% | $273,961-96.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.98% | 259.45%-254.5pp | 138.47%-133.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,695 | $3,287+12.4% | $2,403+53.7% | $4,869-24.1% |
| Participant deferral / active EE | $5,688 | $4,088+39.1% | $3,160+80.0% | $5,287+7.6% |
| Admin fee / account holder | $316 | $6,752-95.3% | $4,622-93.2% | $10,132-96.9% |