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 | $10,422 | $105,998-90.2% | $92,233-88.7% | $147,584-92.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.90% | 50.05%-30.1pp | 176.28%-156.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $4,452 | $4,333+2.7% | $3,679+21.0% | $4,876-8.7% |
| Participant deferral / active EE | $4,115 | $4,478-8.1% | $3,897+5.6% | $5,439-24.3% |
| Admin fee / account holder | $1,006 | $6,332-84.1% | $5,194-80.6% | $10,885-90.8% |