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 | $8,891 | $105,998-91.6% | $92,233-90.4% | $147,584-94.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 12.08% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,404 | $4,333-67.6% | $3,679-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $3,602 | $4,478-19.6% | $3,897-7.6% | $5,439-33.8% |
| Admin fee / account holder | $498 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |