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 | $11,547 | $56,199-79.5% | $67,652-82.9% | $59,632-80.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 3.37% | 18505.31%-18501.9pp | 6625.04%-6621.7pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $2,027 | $1,614+25.6% | $2,266-10.5% | $2,203-8.0% |
| Participant deferral / active EE | $4,813 | $2,844+69.3% | $3,560+35.2% | $3,192+50.8% |
| Admin fee / account holder | $606 | $3,958-84.7% | $4,821-87.4% | $4,297-85.9% |