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 | $4,383 | $99,652-95.6% | $78,778-94.4% | $147,584-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 28.16% | 47.28%-19.1pp | 35.62%-7.5pp | 578.55%-550.4pp |
| Employer contribution / active EE | $1,065 | $2,796-61.9% | $1,986-46.4% | $4,876-78.2% |
| Participant deferral / active EE | $1,162 | $3,664-68.3% | $2,958-60.7% | $5,439-78.6% |
| Admin fee / account holder | $307 | $7,155-95.7% | $5,134-94.0% | $10,885-97.2% |