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 | $12,444 | $96,484-87.1% | $75,886-83.6% | $152,861-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.77% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,242 | $3,309-62.5% | $2,500-50.3% | $4,762-73.9% |
| Participant deferral / active EE | $3,723 | $4,553-18.2% | $3,603+3.3% | $5,850-36.4% |
| Admin fee / account holder | $338 | $8,078-95.8% | $5,418-93.8% | $11,596-97.1% |