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 | $11,270 | $117,381-90.4% | $99,443-88.7% | $152,861-92.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.49% | 31.87%-9.4pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,008 | $3,013-33.4% | $2,540-20.9% | $4,762-57.8% |
| Participant deferral / active EE | $2,430 | $4,086-40.5% | $3,619-32.9% | $5,850-58.5% |
| Admin fee / account holder | $1,925 | $7,631-74.8% | $6,250-69.2% | $11,596-83.4% |