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 | $8,338 | $107,334-92.2% | $92,893-91.0% | $152,861-94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.14% | 145.58%-122.4pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $7,644 | $4,221+81.1% | $3,653+109.3% | $4,762+60.5% |
| Participant deferral / active EE | $2,609 | $4,845-46.2% | $4,236-38.4% | $5,850-55.4% |
| Admin fee / account holder | $550 | $7,079-92.2% | $5,794-90.5% | $11,596-95.3% |