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 8-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 | $10,537 | $107,334-90.2% | $92,893-88.7% | $152,861-93.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.09% | 145.58%-132.5pp | 109.41%-96.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,464 | $4,221-41.6% | $3,653-32.6% | $4,762-48.3% |
| Participant deferral / active EE | $1,701 | $4,845-64.9% | $4,236-59.9% | $5,850-70.9% |
| Admin fee / account holder | $2,439 | $7,079-65.5% | $5,794-57.9% | $11,596-79.0% |