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 | $7,703 | $102,966-92.5% | $90,281-91.5% | $152,861-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.98% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,508 | $3,139-51.9% | $2,854-47.2% | $4,762-68.3% |
| Participant deferral / active EE | $1,990 | $4,281-53.5% | $3,885-48.8% | $5,850-66.0% |
| Admin fee / account holder | $1,068 | $6,171-82.7% | $5,351-80.0% | $11,596-90.8% |