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 | $11,448 | $118,919-90.4% | $88,538-87.1% | $152,861-92.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 10.25% | 47.92%-37.7pp | 43.64%-33.4pp | 345.32%-335.1pp |
| Employer contribution / active EE | $2,356 | $2,669-11.7% | $2,098+12.3% | $4,762-50.5% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,206 | $5,876-79.5% | $4,310-72.0% | $11,596-89.6% |