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 | $20,404 | $232,540-91.2% | $185,117-89.0% | $147,584-86.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.06% | 43.03%-34.0pp | 40.50%-31.4pp | 578.55%-569.5pp |
| Employer contribution / active EE | $5,114 | $5,195-1.6% | $4,182+22.3% | $4,876+4.9% |
| Participant deferral / active EE | $1,147 | $5,834-80.3% | $5,045-77.3% | $5,439-78.9% |
| Admin fee / account holder | $12,464 | $10,275+21.3% | $8,159+52.8% | $10,885+14.5% |