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 | $11,387 | $100,041-88.6% | $149,718-92.4% | $70,131-83.8% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.1%-5.5pp | 69.5%+12.0pp |
| Annual return | 29.39% | 27.43%+2.0pp | 1501.63%-1472.2pp | 73.14%-43.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,243 | $4,983+25.3% | $6,569-5.0% | $3,332+87.4% |
| Admin fee / account holder | $1,542 | $8,286-81.4% | $11,283-86.3% | $4,645-66.8% |