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 | $8,065 | $88,707-90.9% | $74,183-89.1% | $273,961-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 29.80% | 11.94%+17.9pp | 17.74%+12.1pp | 41.45%-11.7pp |
| Employer contribution / active EE | $1,293 | $3,159-59.1% | $2,370-45.4% | $4,869-73.4% |
| Participant deferral / active EE | $5,898 | $4,212+40.0% | $3,550+66.2% | $5,287+11.6% |
| Admin fee / account holder | $1,422 | $8,717-83.7% | $5,586-74.5% | $10,132-86.0% |