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 | $21,716 | $165,984-86.9% | $164,813-86.8% | $145,922-85.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.80% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,109 | $5,273-60.0% | $4,341-51.4% | $4,660-54.7% |
| Participant deferral / active EE | $3,716 | $6,959-46.6% | $6,031-38.4% | $6,688-44.4% |
| Admin fee / account holder | $39,209 | $16,648+135.5% | $12,690+209.0% | $13,397+192.7% |