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 | $8,548 | $100,852-91.5% | $90,404-90.5% | $158,922-94.6% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 18.04% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,479 | $3,689-59.9% | $3,262-54.7% | $4,761-68.9% |
| Participant deferral / active EE | $3,735 | $4,348-14.1% | $3,963-5.8% | $5,982-37.6% |
| Admin fee / account holder | $1,568 | $6,501-75.9% | $5,611-72.0% | $11,246-86.1% |