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 | $19,502 | $98,240-80.1% | $82,313-76.3% | $147,584-86.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 30.85%-11.9pp | 25.88%-6.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $7,465 | $3,192+133.9% | $2,428+207.4% | $4,876+53.1% |
| Participant deferral / active EE | $8,548 | $4,383+95.0% | $3,706+130.6% | $5,439+57.2% |
| Admin fee / account holder | $460 | $8,563-94.6% | $5,608-91.8% | $10,885-95.8% |