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 | $9,092 | $98,240-90.7% | $82,313-89.0% | $147,584-93.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.54% | 30.85%-15.3pp | 25.88%-10.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,334 | $3,192-58.2% | $2,428-45.1% | $4,876-72.6% |
| Participant deferral / active EE | $2,704 | $4,383-38.3% | $3,706-27.0% | $5,439-50.3% |
| Admin fee / account holder | $1,233 | $8,563-85.6% | $5,608-78.0% | $10,885-88.7% |