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 | $11,875 | $117,381-89.9% | $99,443-88.1% | $152,861-92.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.36% | 31.87%-10.5pp | 30.72%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,034 | $3,013-65.7% | $2,540-59.3% | $4,762-78.3% |
| Participant deferral / active EE | $2,323 | $4,086-43.1% | $3,619-35.8% | $5,850-60.3% |
| Admin fee / account holder | $303 | $7,631-96.0% | $6,250-95.2% | $11,596-97.4% |