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 | $11,944 | $185,200-93.6% | $142,863-91.6% | $167,490-92.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 7.51% | 8555.70%-8548.2pp | 5637.54%-5630.0pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,049 | $5,604-63.4% | $4,144-50.5% | $4,837-57.6% |
| Participant deferral / active EE | $911 | $4,494-79.7% | $3,837-76.3% | $6,341-85.6% |
| Admin fee / account holder | $6,498 | $8,031-19.1% | $6,560-1.0% | $12,309-47.2% |