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 | $15,892 | $112,096-85.8% | $95,952-83.4% | $158,922-90.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.74% | 171.09%-164.4pp | 91.61%-84.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $5,383 | $3,198+68.3% | $2,541+111.9% | $4,761+13.1% |
| Participant deferral / active EE | $10,750 | $4,784+124.7% | $4,167+158.0% | $5,982+79.7% |
| Admin fee / account holder | $48,943 | $10,130+383.1% | $6,795+620.2% | $11,246+335.2% |