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 5-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 | $10,724 | $110,809-90.3% | $86,874-87.7% | $167,490-93.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 26.69% | 116.98%-90.3pp | 63.52%-36.8pp | 478.56%-451.9pp |
| Employer contribution / active EE | $3,534 | $3,244+8.9% | $2,495+41.6% | $4,837-27.0% |
| Participant deferral / active EE | $5,320 | $4,546+17.0% | $3,699+43.8% | $6,341-16.1% |
| Admin fee / account holder | $1,936 | $8,415-77.0% | $5,828-66.8% | $12,309-84.3% |