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 | $24,290 | $102,317-76.3% | $146,958-83.5% | $80,856-70.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.46% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,414 | $3,713-8.1% | $4,933-30.8% | $2,755+23.9% |
| Participant deferral / active EE | $9,827 | $6,644+47.9% | $8,070+21.8% | $4,296+128.8% |
| Admin fee / account holder | $7,693 | $7,941-3.1% | $12,998-40.8% | $6,918+11.2% |