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 | $20,977 | $152,587-86.3% | $125,175-83.2% | $152,861-86.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.98% | 54.84%-38.9pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,025 | $4,946-59.1% | $3,865-47.6% | $4,762-57.5% |
| Participant deferral / active EE | $1,774 | $5,868-69.8% | $4,937-64.1% | $5,850-69.7% |
| Admin fee / account holder | $544 | $13,434-96.0% | $9,702-94.4% | $11,596-95.3% |