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 | $12,326 | $115,882-89.4% | $100,516-87.7% | $158,922-92.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.52% | 34.79%-20.3pp | 30.89%-16.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,250 | $4,103-69.5% | $3,418-63.4% | $4,761-73.7% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,478 | $10,995-86.6% | $8,081-81.7% | $11,246-86.9% |