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 | $9,706 | $104,907-90.7% | $84,611-88.5% | $152,861-93.7% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 20.00% | 373.79%-353.8pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $378 | $3,302-88.5% | $2,652-85.7% | $4,762-92.1% |
| Participant deferral / active EE | $3,217 | $4,688-31.4% | $3,899-17.5% | $5,850-45.0% |
| Admin fee / account holder | $530 | $6,241-91.5% | $4,912-89.2% | $11,596-95.4% |