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 | $27,242 | $79,171-65.6% | $102,423-73.4% | $74,495-63.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 32.19% | 54.93%-22.7pp | 29.32%+2.9pp | 1364.94%-1332.8pp |
| Employer contribution / active EE | $3,419 | $2,362+44.7% | $3,023+13.1% | $2,623+30.3% |
| Participant deferral / active EE | $3,900 | $4,415-11.7% | $5,053-22.8% | $4,346-10.3% |
| Admin fee / account holder | $5,124 | $2,001+156.1% | $9,451-45.8% | $1,942+163.9% |