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 | $7,161 | $99,020-92.8% | $86,590-91.7% | $147,584-95.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.49% | 1312.34%-1295.8pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,949 | $3,132-37.8% | $2,839-31.3% | $4,876-60.0% |
| Participant deferral / active EE | $2,773 | $3,972-30.2% | $3,609-23.2% | $5,439-49.0% |
| Admin fee / account holder | $1,123 | $5,710-80.3% | $4,906-77.1% | $10,885-89.7% |