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 | $15,226 | $104,251-85.4% | $91,001-83.3% | $147,584-89.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,090 | $3,116-65.0% | $2,456-55.6% | $4,876-77.7% |
| Participant deferral / active EE | $2,252 | $4,195-46.3% | $3,547-36.5% | $5,439-58.6% |
| Admin fee / account holder | $906 | $8,948-89.9% | $5,417-83.3% | $10,885-91.7% |