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 | $9,150 | $99,652-90.8% | $78,778-88.4% | $147,584-93.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.27% | 47.28%-27.0pp | 35.62%-15.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,484 | $2,796-11.1% | $1,986+25.1% | $4,876-49.1% |
| Participant deferral / active EE | $3,467 | $3,664-5.4% | $2,958+17.2% | $5,439-36.3% |
| Admin fee / account holder | $992 | $7,155-86.1% | $5,134-80.7% | $10,885-90.9% |