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 | $11,536 | $113,339-89.8% | $94,993-87.9% | $147,584-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 39.97% | 20.77%+19.2pp | 27.12%+12.8pp | 578.55%-538.6pp |
| Employer contribution / active EE | $2,228 | $3,160-29.5% | $2,603-14.4% | $4,876-54.3% |
| Participant deferral / active EE | $13,656 | $3,777+261.6% | $3,317+311.7% | $5,439+151.1% |
| Admin fee / account holder | $1,598 | $6,063-73.6% | $4,960-67.8% | $10,885-85.3% |