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 | $8,010 | $118,849-93.3% | $96,562-91.7% | $167,490-95.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.59% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $933 | $3,120-70.1% | $2,356-60.4% | $4,837-80.7% |
| Participant deferral / active EE | $1,761 | $4,616-61.8% | $3,849-54.2% | $6,341-72.2% |
| Admin fee / account holder | $1,458 | $8,065-81.9% | $6,181-76.4% | $12,309-88.2% |