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 6-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 | $8,571 | $124,319-93.1% | $111,297-92.3% | $167,490-94.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.04% | 37.44%-20.4pp | 54.65%-37.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,998 | $3,435-41.8% | $2,731-26.8% | $4,837-58.7% |
| Participant deferral / active EE | $1,998 | $5,180-61.4% | $4,487-55.5% | $6,341-68.5% |
| Admin fee / account holder | $557 | $10,618-94.8% | $7,964-93.0% | $12,309-95.5% |